+1,040.6%
NBIS vs CAG
-44.6%
+1,085.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.7% | -2.4% | -7.9% |
| 7D | +8.3% | -5.9% | +14.2% | +1.7% |
| 30D | +18.1% | -1.5% | +19.6% | +16.8% |
| 3M | +7.8% | +11.5% | -3.7% | +25.0% |
| 6M | +136.6% | -15.7% | +152.2% | +119.0% |
| YTD | +172.5% | -10.2% | +182.7% | +170.1% |
| 1Y | +144.3% | -18.1% | +162.3% | +127.3% |
| All | +1,040.6% | -44.6% | +1,085.1% | +708.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling