+248.8%
NBIS vs RACE
-16.2%
+265.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.9% | +9.4% | +7.5% |
| 7D | +8.2% | -2.5% | +10.7% | +8.3% |
| 30D | +3.4% | +0.8% | +2.6% | +3.4% |
| 3M | -12.8% | +17.2% | -30.0% | -13.2% |
| 6M | +131.5% | +13.6% | +117.9% | +128.6% |
| YTD | +170.5% | +12.2% | +158.3% | +167.0% |
| 1Y | +248.8% | -16.3% | +265.0% | +237.1% |
| All | +248.8% | -16.2% | +265.0% | +237.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling