+151.8%
NBIS vs RDW
+29.5%
+122.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -0.8% |
| 7D | -0.8% | +0.9% | -1.7% | -1.1% |
| 30D | -13.4% | -21.3% | +7.9% | -6.1% |
| 3M | +1.0% | -37.9% | +38.9% | +13.0% |
| 6M | +100.5% | +12.3% | +88.2% | +68.4% |
| YTD | +168.3% | +39.7% | +128.5% | +99.1% |
| 1Y | +151.8% | +25.7% | +126.1% | +89.8% |
| All | +151.8% | +29.5% | +122.3% | +89.8% |
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