+151.1%
NBIS vs CART
+3.4%
+147.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | -1.6% |
| 7D | +17.8% | -9.5% | +27.3% | +17.0% |
| 30D | +30.5% | -7.8% | +38.3% | +30.1% |
| 3M | +9.2% | +10.4% | -1.2% | +8.1% |
| 6M | +153.2% | +20.1% | +133.1% | +149.4% |
| YTD | +187.1% | +3.7% | +183.4% | +174.7% |
| 1Y | +151.1% | +2.6% | +148.5% | +141.0% |
| All | +151.1% | +3.4% | +147.7% | +141.0% |
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