+248.8%
NBIS vs ROIV
+177.7%
+71.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.5% | +6.0% | +6.4% |
| 7D | +8.2% | +0.6% | +7.6% | +7.8% |
| 30D | +3.4% | +1.0% | +2.4% | +2.4% |
| 3M | -12.8% | +18.3% | -31.1% | -20.8% |
| 6M | +131.5% | +18.3% | +113.2% | +105.5% |
| YTD | +170.5% | +61.0% | +109.5% | +86.9% |
| 1Y | +248.8% | +177.9% | +70.9% | +30.9% |
| All | +248.8% | +177.7% | +71.1% | +30.9% |
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