+543.2%
NBIS vs CAPR
-45.6%
+588.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -8.7% | -8.1% | -16.6% |
| 7D | +6.9% | +19.1% | -12.2% | +6.5% |
| 30D | -37.8% | +48.8% | -86.7% | -38.4% |
| 3M | -50.4% | +144.4% | -194.8% | -51.5% |
| 6M | -28.2% | -67.5% | +39.3% | -27.6% |
| YTD | +53.7% | -64.5% | +118.2% | +54.5% |
| 1Y | +36.3% | +74.4% | -38.1% | +27.1% |
| All | +543.2% | -45.6% | +588.8% | +487.1% |
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