+1,022.8%
NBIS vs RMD
-7.7%
+1,030.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.6% |
| 7D | -0.8% | -4.4% | +3.6% | -1.2% |
| 30D | -13.4% | -3.1% | -10.2% | -13.5% |
| 3M | +1.0% | +13.8% | -12.7% | +0.3% |
| 6M | +100.5% | -8.6% | +109.1% | +111.7% |
| YTD | +168.3% | -8.6% | +176.9% | +182.1% |
| 1Y | +151.8% | -19.7% | +171.4% | +177.6% |
| All | +1,022.8% | -7.7% | +1,030.5% | +953.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling