+479.4%
NBIS vs RSP
+25.8%
+453.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.2% | -10.1% | -10.3% |
| 7D | -10.5% | +2.4% | -12.9% | -13.8% |
| 30D | -37.7% | +4.3% | -42.0% | -42.0% |
| 3M | -54.6% | -0.3% | -54.2% | -54.0% |
| 6M | -44.1% | +9.8% | -53.9% | -53.4% |
| YTD | +38.4% | +16.8% | +21.6% | +2.5% |
| 1Y | +30.7% | +19.5% | +11.2% | -7.3% |
| All | +479.4% | +25.8% | +453.6% | +279.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 10y: compounded portfolio wealth divided by compounded RSP 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…
10y analysis · Full analysis span regression · 6 months rolling