+1,022.8%
NBIS vs RRX
-6.8%
+1,029.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.2% | -4.0% |
| 7D | -0.8% | -0.3% | -0.5% | -0.6% |
| 30D | -13.4% | -6.1% | -7.2% | -9.4% |
| 3M | +1.0% | -23.1% | +24.1% | +21.1% |
| 6M | +100.5% | -19.5% | +120.0% | +129.3% |
| YTD | +168.3% | +16.1% | +152.2% | +136.3% |
| 1Y | +151.8% | +12.9% | +138.8% | +123.0% |
| All | +1,022.8% | -6.8% | +1,029.5% | +1,008.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling