+673.5%
NBIS vs RSP
+26.7%
+646.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.8% | +14.6% | +13.9% |
| 7D | +9.3% | -0.3% | +9.6% | +11.0% |
| 30D | -26.4% | +4.4% | -30.8% | -31.8% |
| 3M | -19.9% | +1.3% | -21.2% | -21.5% |
| 6M | -16.9% | +10.0% | -26.9% | -31.2% |
| YTD | +84.8% | +17.6% | +67.2% | +34.7% |
| 1Y | +51.3% | +19.2% | +32.1% | +7.6% |
| All | +673.5% | +26.7% | +646.8% | +397.9% |
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