+248.8%
NBIS vs CAI
-31.3%
+280.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +7.6% |
| 7D | +8.2% | -2.2% | +10.4% | +8.4% |
| 30D | +3.4% | +52.4% | -49.0% | -2.2% |
| 3M | -12.8% | +45.1% | -57.9% | -16.9% |
| 6M | +131.5% | +26.2% | +105.3% | +124.3% |
| YTD | +170.5% | -7.1% | +177.5% | +170.1% |
| 1Y | +248.8% | -31.0% | +279.8% | +182.0% |
| All | +248.8% | -31.3% | +280.0% | +182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAI.
Daily Out/Under-Performance
Portfolio return minus CAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAI 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 CAI 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