-44.1%
NBIS vs RMD
+19.6%
-63.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.3% | -10.2% | -9.7% |
| 7D | -10.5% | +2.1% | -12.6% | -9.1% |
| 30D | -37.7% | +2.1% | -39.8% | -35.2% |
| 3M | -54.6% | +6.2% | -60.8% | -49.3% |
| 6M | -44.1% | +19.4% | -63.5% | -22.0% |
| All | -44.1% | +19.6% | -63.7% | -22.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling