+1,119.4%
NBIS vs RACE
-14.2%
+1,133.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.0% | +8.7% | +8.1% |
| 7D | +22.2% | -1.0% | +23.3% | +22.6% |
| 30D | +29.7% | -1.5% | +31.3% | +30.2% |
| 3M | +11.9% | +15.5% | -3.6% | +4.9% |
| 6M | +173.0% | +17.3% | +155.7% | +153.5% |
| YTD | +191.4% | +11.1% | +180.2% | +175.3% |
| 1Y | +280.7% | -14.3% | +295.0% | +307.2% |
| All | +1,119.4% | -14.2% | +1,133.6% | +1,208.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling