+397.4%
NBIS vs CAI
-11.0%
+408.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.7% | -1.2% |
| 7D | +17.8% | -3.1% | +20.9% | +18.0% |
| 30D | +30.5% | +2.7% | +27.9% | +30.5% |
| 3M | +9.2% | +41.7% | -32.5% | +3.8% |
| 6M | +153.2% | +26.5% | +126.7% | +143.5% |
| YTD | +187.1% | -10.9% | +198.1% | +187.8% |
| 1Y | +151.1% | -29.2% | +180.3% | +148.5% |
| All | +397.4% | -11.0% | +408.4% | +350.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling