+151.8%
NBIS vs CAG
-18.8%
+170.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -2.3% |
| 7D | -0.8% | -5.7% | +4.9% | -7.3% |
| 30D | -13.4% | -2.4% | -11.0% | -15.2% |
| 3M | +1.0% | +9.8% | -8.8% | +17.3% |
| 6M | +100.5% | -10.8% | +111.3% | +93.0% |
| YTD | +168.3% | -10.8% | +179.1% | +158.7% |
| 1Y | +151.8% | -19.0% | +170.7% | +138.0% |
| All | +151.8% | -18.8% | +170.6% | +138.0% |
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