+248.8%
NBIS vs TRV
+34.7%
+214.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.3% | +8.8% | +5.5% |
| 7D | +8.2% | -0.1% | +8.4% | +7.9% |
| 30D | +3.4% | -3.4% | +6.8% | -1.5% |
| 3M | -12.8% | +26.4% | -39.2% | +26.9% |
| 6M | +131.5% | +19.3% | +112.2% | +211.1% |
| YTD | +170.5% | +28.3% | +142.1% | +312.0% |
| 1Y | +248.8% | +34.3% | +214.5% | +475.4% |
| All | +248.8% | +34.7% | +214.1% | +475.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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