+607.2%
NBIS vs RF
+30.4%
+576.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.2% | +7.0% | +8.1% |
| 7D | 0.0% | -0.1% | +0.2% | +0.2% |
| 30D | -36.0% | +7.0% | -43.0% | -38.3% |
| 3M | -24.7% | -7.0% | -17.7% | -21.7% |
| 6M | -20.1% | +6.8% | -26.9% | -24.8% |
| YTD | +69.0% | +9.9% | +59.1% | +54.1% |
| 1Y | +27.1% | +21.1% | +6.0% | +7.5% |
| All | +607.2% | +30.4% | +576.8% | +396.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling