+1,031.9%
NBIS vs RSP
+24.1%
+1,007.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.5% | +8.0% | +8.4% |
| 7D | +8.2% | -0.8% | +9.0% | +9.9% |
| 30D | +3.4% | -0.3% | +3.7% | +4.1% |
| 3M | -12.8% | +4.3% | -17.1% | -20.1% |
| 6M | +131.5% | +8.8% | +122.7% | +94.5% |
| YTD | +170.5% | +15.3% | +155.2% | +104.0% |
| 1Y | +248.8% | +18.3% | +230.5% | +149.2% |
| All | +1,031.9% | +24.1% | +1,007.8% | +653.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling