+136.6%
NBIS vs RRX
-19.6%
+156.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.9% | -3.2% | -3.6% |
| 7D | +8.3% | -3.7% | +12.0% | +11.6% |
| 30D | +18.1% | -9.3% | +27.3% | +27.6% |
| 3M | +7.8% | -21.8% | +29.5% | +32.1% |
| 6M | +136.6% | -22.0% | +158.6% | +189.8% |
| All | +136.6% | -19.6% | +156.2% | +189.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling