+1,101.8%
NBIS vs RCAT
+157.3%
+944.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.5% | +5.1% | +0.5% |
| 7D | +17.8% | -2.3% | +20.1% | +18.5% |
| 30D | +30.5% | -18.7% | +49.2% | +38.5% |
| 3M | +9.2% | -29.3% | +38.5% | +20.1% |
| 6M | +153.2% | -42.3% | +195.5% | +183.4% |
| YTD | +187.1% | +2.5% | +184.6% | +171.3% |
| 1Y | +151.1% | -5.7% | +156.8% | +137.0% |
| All | +1,101.8% | +157.3% | +944.5% | +547.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling