+673.5%
NBIS vs ROIV
+252.0%
+421.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.6% | +13.8% | +14.3% |
| 7D | +9.3% | +9.5% | -0.2% | +3.2% |
| 30D | -26.4% | +21.0% | -47.3% | -35.4% |
| 3M | -19.9% | +18.7% | -38.7% | -29.7% |
| 6M | -16.9% | +44.5% | -61.4% | -37.4% |
| YTD | +84.8% | +92.9% | -8.1% | +10.4% |
| 1Y | +51.3% | +100.2% | -48.9% | -12.8% |
| All | +673.5% | +252.0% | +421.5% | +139.2% |
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