+144.3%
NBIS vs ROL
-38.5%
+182.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.1% | -5.2% | -5.0% |
| 7D | +8.3% | -3.2% | +11.5% | +5.6% |
| 30D | +18.1% | -6.6% | +24.7% | +12.6% |
| 3M | +7.8% | -27.3% | +35.1% | -13.7% |
| 6M | +136.6% | -38.1% | +174.6% | +71.9% |
| YTD | +172.5% | -41.8% | +214.3% | +93.9% |
| 1Y | +144.3% | -37.8% | +182.1% | +79.1% |
| All | +144.3% | -38.5% | +182.8% | +79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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