+1,101.8%
NBIS vs RACE
-14.9%
+1,116.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.1% |
| 7D | +17.8% | -2.6% | +20.4% | +18.8% |
| 30D | +30.5% | -1.1% | +31.6% | +30.7% |
| 3M | +9.2% | +12.5% | -3.3% | +3.4% |
| 6M | +153.2% | +17.4% | +135.7% | +134.9% |
| YTD | +187.1% | +10.1% | +177.0% | +172.2% |
| 1Y | +151.1% | -15.1% | +166.2% | +169.7% |
| All | +1,101.8% | -14.9% | +1,116.7% | +1,194.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling