+1,022.8%
NBIS vs TRV
+45.2%
+977.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.6% | +0.2% |
| 7D | -0.8% | +1.9% | -2.7% | +1.0% |
| 30D | -13.4% | +1.7% | -15.1% | -12.0% |
| 3M | +1.0% | +23.9% | -22.8% | +20.4% |
| 6M | +100.5% | +26.3% | +74.2% | +144.7% |
| YTD | +168.3% | +30.8% | +137.5% | +236.6% |
| 1Y | +151.8% | +36.3% | +115.4% | +223.1% |
| All | +1,022.8% | +45.2% | +977.6% | +1,489.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling