+248.8%
NBIS vs RRX
+14.9%
+233.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.4% |
| 7D | +8.2% | +3.4% | +4.8% | +6.2% |
| 30D | +3.4% | -11.1% | +14.5% | +10.8% |
| 3M | -12.8% | -23.7% | +10.9% | +1.4% |
| 6M | +131.5% | -22.0% | +153.5% | +163.5% |
| YTD | +170.5% | +16.5% | +154.0% | +176.2% |
| 1Y | +248.8% | +11.5% | +237.3% | +266.4% |
| All | +248.8% | +14.9% | +233.9% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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