+570.0%
NBIS vs RF
+29.4%
+540.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.5% | -4.9% |
| 7D | -11.6% | +0.3% | -12.0% | -11.6% |
| 30D | -39.4% | +6.2% | -45.6% | -41.3% |
| 3M | -27.2% | -7.8% | -19.4% | -23.9% |
| 6M | -24.3% | +5.9% | -30.2% | -28.4% |
| YTD | +60.1% | +9.0% | +51.0% | +46.6% |
| 1Y | +21.9% | +19.3% | +2.6% | +4.2% |
| All | +570.0% | +29.4% | +540.6% | +372.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling