+1,022.8%
NBIS vs RGEN
+13.5%
+1,009.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.7% |
| 7D | -0.8% | -1.4% | +0.6% | -0.3% |
| 30D | -13.4% | -0.3% | -13.1% | -13.6% |
| 3M | +1.0% | +23.9% | -22.8% | -8.3% |
| 6M | +100.5% | +38.5% | +62.0% | +70.3% |
| YTD | +168.3% | +0.8% | +167.5% | +167.0% |
| 1Y | +151.8% | +38.2% | +113.6% | +115.9% |
| All | +1,022.8% | +13.5% | +1,009.2% | +909.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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