+1,022.8%
NBIS vs REPL
+12.9%
+1,009.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -1.5% |
| 7D | -0.8% | -14.1% | +13.3% | -0.3% |
| 30D | -13.4% | -15.2% | +1.9% | -12.9% |
| 3M | +1.0% | +49.9% | -48.8% | -1.3% |
| 6M | +100.5% | +63.5% | +37.0% | +90.6% |
| YTD | +168.3% | +32.9% | +135.3% | +155.4% |
| 1Y | +151.8% | +115.0% | +36.8% | +137.4% |
| All | +1,022.8% | +12.9% | +1,009.8% | +899.9% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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