+1,119.4%
NBIS vs ROIV
+248.9%
+870.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +18.8% | -11.0% | -5.5% |
| 7D | +22.2% | +20.2% | +2.1% | +6.3% |
| 30D | +29.7% | +14.1% | +15.6% | +17.1% |
| 3M | +11.9% | +45.6% | -33.7% | -14.2% |
| 6M | +173.0% | +44.1% | +128.9% | +105.4% |
| YTD | +191.4% | +91.2% | +100.2% | +75.2% |
| 1Y | +280.7% | +221.3% | +59.4% | +42.5% |
| All | +1,119.4% | +248.9% | +870.5% | +279.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling