+479.4%
NBIS vs RF
+30.1%
+449.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.2% | -11.1% | -10.5% |
| 7D | -10.5% | +1.9% | -12.5% | -11.3% |
| 30D | -37.7% | +7.3% | -45.0% | -40.0% |
| 3M | -54.6% | -7.9% | -46.6% | -52.5% |
| 6M | -44.1% | +10.5% | -54.6% | -48.4% |
| YTD | +38.4% | +9.6% | +28.8% | +26.3% |
| 1Y | +30.7% | +20.3% | +10.4% | +11.2% |
| All | +479.4% | +30.1% | +449.3% | +307.3% |
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