+248.8%
NBIS vs ROP
-21.5%
+270.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.6% | +11.1% | +4.3% |
| 7D | +8.2% | -4.4% | +12.7% | +4.1% |
| 30D | +3.4% | +3.2% | +0.1% | +7.3% |
| 3M | -12.8% | +23.1% | -35.9% | +1.2% |
| 6M | +131.5% | +13.3% | +118.2% | +162.0% |
| YTD | +170.5% | -7.9% | +178.3% | +154.4% |
| 1Y | +248.8% | -22.1% | +270.8% | +210.7% |
| All | +248.8% | -21.5% | +270.2% | +210.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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