+1,101.8%
NBIS vs CAPR
-54.1%
+1,155.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.6% | +3.2% | -1.4% |
| 7D | +17.8% | -12.6% | +30.4% | +18.1% |
| 30D | +30.5% | +124.4% | -93.9% | +28.1% |
| 3M | +9.2% | -66.8% | +76.0% | +10.1% |
| 6M | +153.2% | -71.8% | +225.0% | +156.1% |
| YTD | +187.1% | -70.1% | +257.2% | +189.9% |
| 1Y | +151.1% | +33.3% | +117.8% | +136.6% |
| All | +1,101.8% | -54.1% | +1,155.9% | +1,001.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling