+28.0%
NBIS vs RMD
-1.9%
+29.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.9% | -12.6% | -3.3% |
| 7D | -22.4% | -3.9% | -18.5% | -23.6% |
| 30D | -39.1% | +7.9% | -47.1% | -35.0% |
| 3M | -37.3% | +8.1% | -45.4% | -32.3% |
| 6M | -19.8% | +15.5% | -35.3% | -4.8% |
| YTD | +69.1% | +0.7% | +68.4% | +104.5% |
| 1Y | +28.0% | -1.4% | +29.4% | +53.6% |
| All | +28.0% | -1.9% | +29.9% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling