+144.3%
NBIS vs RCAT
-7.4%
+151.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.9% |
| 7D | +8.3% | -5.4% | +13.7% | +10.5% |
| 30D | +18.1% | -24.2% | +42.3% | +30.4% |
| 3M | +7.8% | -25.8% | +33.6% | +18.2% |
| 6M | +136.6% | -44.9% | +181.5% | +173.0% |
| YTD | +172.5% | +1.9% | +170.6% | +146.9% |
| 1Y | +144.3% | -5.2% | +149.4% | +149.3% |
| All | +144.3% | -7.4% | +151.7% | +149.3% |
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