+1,031.9%
NBIS vs RGEN
+15.2%
+1,016.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.2% | +8.7% | +7.9% |
| 7D | +8.2% | -4.9% | +13.1% | +9.9% |
| 30D | +3.4% | +5.7% | -2.3% | +1.2% |
| 3M | -12.8% | +32.4% | -45.3% | -22.9% |
| 6M | +131.5% | +33.2% | +98.3% | +100.8% |
| YTD | +170.5% | +2.3% | +168.2% | +167.9% |
| 1Y | +248.8% | +39.0% | +209.8% | +198.1% |
| All | +1,031.9% | +15.2% | +1,016.7% | +912.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling