+28.0%
NBIS vs ROIV
+97.8%
-69.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +6.1% | -12.8% | -10.4% |
| 7D | -22.4% | +3.0% | -25.4% | -23.9% |
| 30D | -39.1% | +6.8% | -46.0% | -41.7% |
| 3M | -37.3% | +10.5% | -47.8% | -42.0% |
| 6M | -19.8% | +34.8% | -54.6% | -34.3% |
| YTD | +69.1% | +76.2% | -7.1% | +13.4% |
| 1Y | +28.0% | +92.4% | -64.4% | -16.0% |
| All | +28.0% | +97.8% | -69.8% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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