+607.2%
NBIS vs RACE
-11.4%
+618.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.7% | +8.6% | +9.0% |
| 7D | 0.0% | +3.9% | -3.9% | -1.3% |
| 30D | -36.0% | +7.4% | -43.5% | -37.7% |
| 3M | -24.7% | +1.6% | -26.4% | -25.4% |
| 6M | -20.1% | +23.3% | -43.4% | -26.9% |
| YTD | +69.0% | +14.7% | +54.3% | +57.9% |
| 1Y | +27.1% | +2.5% | +24.6% | +25.6% |
| All | +607.2% | -11.4% | +618.7% | +650.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling