+248.8%
NBIS vs RTX
+28.8%
+220.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.7% | +8.1% | +7.6% |
| 7D | +8.2% | -5.2% | +13.4% | +8.9% |
| 30D | +3.4% | -9.4% | +12.8% | +4.5% |
| 3M | -12.8% | +12.3% | -25.1% | -14.6% |
| 6M | +131.5% | -3.1% | +134.7% | +133.7% |
| YTD | +170.5% | +10.7% | +159.8% | +180.7% |
| 1Y | +248.8% | +28.4% | +220.4% | +371.5% |
| All | +248.8% | +28.8% | +220.0% | +371.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling