+7,212.2%
CB vs NI
+3,006.1%
+4,206.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.0% | +1.3% |
| 7D | +0.7% | +1.5% | -0.8% | 0.0% |
| 30D | +8.2% | +11.9% | -3.7% | +2.8% |
| 3M | +6.3% | +9.1% | -2.8% | +2.1% |
| 6M | +16.2% | -1.8% | +17.9% | +16.8% |
| YTD | +19.3% | +11.4% | +8.0% | +13.0% |
| 1Y | +29.2% | +6.4% | +22.8% | +24.8% |
| 3Y | +71.4% | +98.2% | -26.8% | +22.9% |
| 5Y | +104.2% | +110.1% | -5.8% | +40.2% |
| 10Y | +246.7% | +189.0% | +57.7% | +99.8% |
| All | +7,212.2% | +3,006.1% | +4,206.1% | +1,406.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling