+607.2%
NBIS vs ROIV
+242.1%
+365.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +4.6% | +4.6% | +5.9% |
| 7D | 0.0% | +13.3% | -13.3% | -8.3% |
| 30D | -36.0% | +14.8% | -50.8% | -41.8% |
| 3M | -24.7% | +11.9% | -36.7% | -31.1% |
| 6M | -20.1% | +42.4% | -62.5% | -39.3% |
| YTD | +69.0% | +87.4% | -18.4% | +3.0% |
| 1Y | +27.1% | +97.2% | -70.1% | -26.1% |
| All | +607.2% | +242.1% | +365.2% | +123.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling