+1,119.4%
NBIS vs RSP
+22.8%
+1,096.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.0% | +8.8% | +9.7% |
| 7D | +22.2% | -0.4% | +22.6% | +22.9% |
| 30D | +29.7% | -1.5% | +31.3% | +33.3% |
| 3M | +11.9% | +4.8% | +7.1% | +0.8% |
| 6M | +173.0% | +10.3% | +162.7% | +122.1% |
| YTD | +191.4% | +14.1% | +177.3% | +123.8% |
| 1Y | +280.7% | +17.0% | +263.7% | +177.2% |
| All | +1,119.4% | +22.8% | +1,096.6% | +727.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling