+1,101.8%
NBIS vs RF
+34.8%
+1,067.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.1% |
| 7D | +17.8% | -0.1% | +17.9% | +17.8% |
| 30D | +30.5% | -4.0% | +34.6% | +33.7% |
| 3M | +9.2% | +5.6% | +3.6% | +4.8% |
| 6M | +153.2% | +13.1% | +140.1% | +129.2% |
| YTD | +187.1% | +13.6% | +173.6% | +157.6% |
| 1Y | +151.1% | +16.0% | +135.1% | +121.4% |
| All | +1,101.8% | +34.8% | +1,067.0% | +730.5% |
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