+1,119.4%
NBIS vs CAPR
-51.9%
+1,171.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.6% | +11.3% | +7.8% |
| 7D | +22.2% | -9.5% | +31.7% | +22.4% |
| 30D | +29.7% | +121.5% | -91.8% | +27.3% |
| 3M | +11.9% | -65.4% | +77.2% | +12.8% |
| 6M | +173.0% | -67.5% | +240.5% | +175.4% |
| YTD | +191.4% | -68.6% | +260.0% | +193.9% |
| 1Y | +280.7% | +42.7% | +238.0% | +257.8% |
| All | +1,119.4% | -51.9% | +1,171.3% | +1,017.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 3y: compounded portfolio wealth divided by compounded CAPR 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…
3y analysis · Full analysis span regression · 6 months rolling