+28.0%
NBIS vs RF
+25.4%
+2.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.5% | -8.2% | -6.6% |
| 7D | -22.4% | +2.3% | -24.6% | -22.2% |
| 30D | -39.1% | +7.2% | -46.4% | -39.0% |
| 3M | -37.3% | -8.2% | -29.1% | -37.2% |
| 6M | -19.8% | +7.0% | -26.8% | -20.5% |
| YTD | +69.1% | +10.3% | +58.8% | +58.9% |
| 1Y | +28.0% | +25.1% | +3.0% | +20.0% |
| All | +28.0% | +25.4% | +2.6% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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