+1,119.4%
NBIS vs CASY
+89.5%
+1,029.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.0% | +10.7% | +8.6% |
| 7D | +22.2% | -4.4% | +26.6% | +23.7% |
| 30D | +29.7% | -12.0% | +41.8% | +34.6% |
| 3M | +11.9% | -2.3% | +14.2% | +9.9% |
| 6M | +173.0% | +10.5% | +162.5% | +144.9% |
| YTD | +191.4% | +33.0% | +158.3% | +132.2% |
| 1Y | +280.7% | +41.1% | +239.6% | +191.4% |
| All | +1,119.4% | +89.5% | +1,029.9% | +619.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling