+248.8%
NBIS vs CART
+14.4%
+234.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.3% | +8.7% | +7.4% |
| 7D | +8.2% | +1.0% | +7.2% | +8.3% |
| 30D | +3.4% | +12.6% | -9.2% | +3.0% |
| 3M | -12.8% | +23.1% | -35.9% | -13.6% |
| 6M | +131.5% | +39.5% | +92.0% | +125.9% |
| YTD | +170.5% | +13.5% | +156.9% | +161.8% |
| 1Y | +248.8% | +14.9% | +233.9% | +251.1% |
| All | +248.8% | +14.4% | +234.3% | +251.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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