+30.7%
NBIS vs RBA
-5.8%
+36.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.9% | -10.9% | -9.8% |
| 7D | -10.5% | +1.7% | -12.3% | -10.4% |
| 30D | -37.7% | +8.3% | -46.0% | -36.9% |
| 3M | -54.6% | +10.5% | -65.1% | -53.7% |
| 6M | -44.1% | -5.9% | -38.2% | -43.6% |
| YTD | +38.4% | -6.9% | +45.3% | +38.2% |
| 1Y | +30.7% | -4.9% | +35.6% | +32.4% |
| All | +30.7% | -5.8% | +36.6% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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