+248.8%
NBIS vs CAG
-13.1%
+261.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.9% | +8.4% | +6.4% |
| 7D | +8.2% | -3.8% | +12.0% | +3.7% |
| 30D | +3.4% | +3.1% | +0.2% | +7.5% |
| 3M | -12.8% | +23.5% | -36.3% | +16.3% |
| 6M | +131.5% | -14.8% | +146.4% | +116.5% |
| YTD | +170.5% | -5.4% | +175.9% | +180.1% |
| 1Y | +248.8% | -11.8% | +260.6% | +254.1% |
| All | +248.8% | -13.1% | +261.9% | +254.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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