+1,040.6%
NBIS vs TRV
+42.2%
+998.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.5% | -5.6% | -4.6% |
| 7D | +8.3% | -1.5% | +9.8% | +7.1% |
| 30D | +18.1% | -1.8% | +19.9% | +16.6% |
| 3M | +7.8% | +21.6% | -13.8% | +26.3% |
| 6M | +136.6% | +22.5% | +114.1% | +182.0% |
| YTD | +172.5% | +28.1% | +144.4% | +235.7% |
| 1Y | +144.3% | +37.0% | +107.2% | +210.5% |
| All | +1,040.6% | +42.2% | +998.3% | +1,485.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling