+1,101.8%
NBIS vs ROL
-29.2%
+1,131.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -2.1% |
| 7D | +17.8% | -3.3% | +21.0% | +15.8% |
| 30D | +30.5% | -7.2% | +37.8% | +26.1% |
| 3M | +9.2% | -27.0% | +36.2% | -5.0% |
| 6M | +153.2% | -39.5% | +192.7% | +106.7% |
| YTD | +187.1% | -41.8% | +228.9% | +132.6% |
| 1Y | +151.1% | -38.9% | +190.0% | +106.6% |
| All | +1,101.8% | -29.2% | +1,131.0% | +923.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling