+248.8%
NBIS vs RDW
+24.9%
+223.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.5% | +5.9% | +7.0% |
| 7D | +8.2% | -3.1% | +11.4% | +9.4% |
| 30D | +3.4% | -1.8% | +5.2% | +3.2% |
| 3M | -12.8% | -50.9% | +38.0% | +2.2% |
| 6M | +131.5% | +13.5% | +118.1% | +96.0% |
| YTD | +170.5% | +38.6% | +131.9% | +108.4% |
| 1Y | +248.8% | +28.3% | +220.5% | +179.2% |
| All | +248.8% | +24.9% | +223.9% | +179.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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