+1,022.8%
NBIS vs ROST
+57.7%
+965.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.3% | -3.9% | -2.3% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | -13.4% | -6.9% | -6.5% | -11.4% |
| 3M | +1.0% | -3.3% | +4.4% | +1.1% |
| 6M | +100.5% | +9.0% | +91.5% | +84.1% |
| YTD | +168.3% | +28.9% | +139.4% | +121.9% |
| 1Y | +151.8% | +54.0% | +97.8% | +84.3% |
| All | +1,022.8% | +57.7% | +965.0% | +602.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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