+144.3%
NBIS vs CASY
+15.3%
+129.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.9% | -5.1% |
| 7D | +8.3% | -17.2% | +25.5% | +8.7% |
| 30D | +18.1% | -24.4% | +42.4% | +18.9% |
| 3M | +7.8% | -31.4% | +39.2% | +7.6% |
| 6M | +136.6% | -8.9% | +145.5% | +128.9% |
| YTD | +172.5% | +13.8% | +158.7% | +150.1% |
| 1Y | +144.3% | +17.0% | +127.3% | +133.2% |
| All | +144.3% | +15.3% | +129.0% | +133.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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