+479.4%
NBIS vs RCL
+67.6%
+411.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.4% | -10.3% | -10.1% |
| 7D | -10.5% | -1.2% | -9.3% | -9.6% |
| 30D | -37.7% | +17.8% | -55.6% | -43.5% |
| 3M | -54.6% | +4.9% | -59.5% | -56.0% |
| 6M | -44.1% | +23.7% | -67.8% | -50.6% |
| YTD | +38.4% | +17.8% | +20.6% | +20.4% |
| 1Y | +30.7% | +28.9% | +1.8% | +5.5% |
| All | +479.4% | +67.6% | +411.8% | +286.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 10y: compounded portfolio wealth divided by compounded RCL 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…
10y analysis · Full analysis span regression · 6 months rolling