+1,101.8%
NBIS vs ROIV
+251.6%
+850.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -2.0% |
| 7D | +17.8% | +22.3% | -4.6% | +1.1% |
| 30D | +30.5% | +16.9% | +13.7% | +15.8% |
| 3M | +9.2% | +43.9% | -34.7% | -15.6% |
| 6M | +153.2% | +41.6% | +111.6% | +93.2% |
| YTD | +187.1% | +92.7% | +94.5% | +71.6% |
| 1Y | +151.1% | +210.2% | -59.1% | -3.6% |
| All | +1,101.8% | +251.6% | +850.1% | +271.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling