+547.5%
NBIS vs RACE
-12.0%
+559.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.5% | +9.1% | +8.1% |
| 7D | -16.0% | +5.1% | -21.1% | -17.5% |
| 30D | -45.4% | +7.7% | -53.1% | -46.9% |
| 3M | -31.8% | +2.2% | -34.0% | -32.5% |
| 6M | -33.6% | +23.8% | -57.4% | -39.4% |
| YTD | +54.7% | +13.9% | +40.8% | +44.8% |
| 1Y | +18.3% | +3.8% | +14.5% | +15.9% |
| All | +547.5% | -12.0% | +559.5% | +588.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling