+151.8%
NBIS vs TRV
+39.8%
+112.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.6% | +1.5% |
| 7D | -0.8% | +1.9% | -2.7% | +2.2% |
| 30D | -13.4% | +1.7% | -15.1% | -11.2% |
| 3M | +1.0% | +23.9% | -22.8% | +39.5% |
| 6M | +100.5% | +26.3% | +74.2% | +189.4% |
| YTD | +168.3% | +30.8% | +137.5% | +311.7% |
| 1Y | +151.8% | +36.3% | +115.4% | +316.8% |
| All | +151.8% | +39.8% | +112.0% | +316.8% |
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 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