+1,040.6%
NBIS vs ROL
-29.2%
+1,069.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.1% | -5.2% | -5.1% |
| 7D | +8.3% | -3.2% | +11.5% | +6.5% |
| 30D | +18.1% | -6.6% | +24.7% | +14.4% |
| 3M | +7.8% | -27.3% | +35.1% | -6.4% |
| 6M | +136.6% | -38.1% | +174.6% | +94.7% |
| YTD | +172.5% | -41.8% | +214.3% | +120.8% |
| 1Y | +144.3% | -37.8% | +182.1% | +101.2% |
| All | +1,040.6% | -29.2% | +1,069.7% | +871.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling