+1,101.8%
NBIS vs RCL
+33.9%
+1,067.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.3% | -0.4% |
| 7D | +17.8% | -2.2% | +20.0% | +19.3% |
| 30D | +30.5% | -15.7% | +46.2% | +43.7% |
| 3M | +9.2% | -8.0% | +17.2% | +13.7% |
| 6M | +153.2% | -10.1% | +163.3% | +166.5% |
| YTD | +187.1% | -5.9% | +193.0% | +184.5% |
| 1Y | +151.1% | -23.5% | +174.6% | +187.5% |
| All | +1,101.8% | +33.9% | +1,067.9% | +813.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling