+1,101.8%
NBIS vs RL
+66.2%
+1,035.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.3% | +1.9% | +1.1% |
| 7D | +17.8% | -0.3% | +18.0% | +18.0% |
| 30D | +30.5% | -17.5% | +48.1% | +50.4% |
| 3M | +9.2% | -14.0% | +23.2% | +20.1% |
| 6M | +153.2% | -2.0% | +155.1% | +144.3% |
| YTD | +187.1% | -4.6% | +191.7% | +183.8% |
| 1Y | +151.1% | +9.5% | +141.6% | +114.2% |
| All | +1,101.8% | +66.2% | +1,035.5% | +560.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 3y: compounded portfolio wealth divided by compounded RL 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…
3y analysis · Full analysis span regression · 6 months rolling