+28.0%
NBIS vs RCAT
-59.1%
+87.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -10.3% | +3.6% | -2.1% |
| 7D | -22.4% | -18.5% | -3.9% | -14.9% |
| 30D | -39.1% | -37.0% | -2.2% | -25.4% |
| 3M | -37.3% | -54.9% | +17.5% | -12.9% |
| 6M | -19.8% | -63.6% | +43.9% | +17.6% |
| YTD | +69.1% | -49.6% | +118.6% | +86.1% |
| 1Y | +28.0% | -57.8% | +85.8% | +50.4% |
| All | +28.0% | -59.1% | +87.2% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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