+151.8%
NBIS vs RTX
+29.4%
+122.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.3% | -1.5% |
| 7D | -0.8% | -1.5% | +0.7% | -0.5% |
| 30D | -13.4% | -11.0% | -2.4% | -10.8% |
| 3M | +1.0% | +7.7% | -6.6% | -2.1% |
| 6M | +100.5% | -3.9% | +104.4% | +105.6% |
| YTD | +168.3% | +9.0% | +159.3% | +168.0% |
| 1Y | +151.8% | +27.3% | +124.5% | +180.8% |
| All | +151.8% | +29.4% | +122.4% | +180.8% |
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