+1,101.8%
NBIS vs ROP
-28.8%
+1,130.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.8% |
| 7D | +17.8% | -6.1% | +23.9% | +15.8% |
| 30D | +30.5% | -3.4% | +33.9% | +29.8% |
| 3M | +9.2% | +16.7% | -7.5% | +7.2% |
| 6M | +153.2% | +8.1% | +145.1% | +154.5% |
| YTD | +187.1% | -11.7% | +198.8% | +214.3% |
| 1Y | +151.1% | -24.2% | +175.3% | +206.8% |
| All | +1,101.8% | -28.8% | +1,130.6% | +1,585.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling