+2.9%
NBIS vs RDW
-11.3%
+14.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -19.8% | +4.9% | -7.5% |
| 7D | -30.0% | -32.4% | +2.4% | -18.8% |
| 30D | -51.8% | -41.7% | -10.1% | -41.0% |
| 3M | -45.0% | -42.3% | -2.8% | -33.1% |
| 6M | -31.6% | -28.8% | -2.8% | -29.4% |
| YTD | +43.8% | -18.6% | +62.4% | +27.7% |
| 1Y | +2.9% | -15.2% | +18.1% | -11.4% |
| All | +2.9% | -11.3% | +14.2% | -11.4% |
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