+1,101.8%
NBIS vs RBA
+2.0%
+1,099.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.2% |
| 7D | +17.8% | -1.9% | +19.7% | +18.5% |
| 30D | +30.5% | -13.0% | +43.5% | +36.9% |
| 3M | +9.2% | -23.1% | +32.3% | +18.2% |
| 6M | +153.2% | -22.6% | +175.8% | +171.7% |
| YTD | +187.1% | -20.4% | +207.5% | +197.9% |
| 1Y | +151.1% | -29.6% | +180.7% | +189.1% |
| All | +1,101.8% | +2.0% | +1,099.8% | +899.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling