+27.2%
CB vs NI
+7.3%
+19.9%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.2% |
| 7D | 0.0% | +3.1% | -3.0% | -0.8% |
| 30D | +7.4% | +11.2% | -3.8% | +4.6% |
| 3M | +8.6% | +9.8% | -1.2% | +5.9% |
| 6M | +16.1% | -1.6% | +17.8% | +15.8% |
| YTD | +20.2% | +12.6% | +7.6% | +21.1% |
| 1Y | +27.2% | +7.8% | +19.4% | +28.8% |
| All | +27.2% | +7.3% | +19.9% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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