+1,101.8%
NBIS vs CASY
+62.6%
+1,039.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -14.2% | +12.8% | +2.5% |
| 7D | +17.8% | -16.5% | +34.3% | +23.4% |
| 30D | +30.5% | -26.4% | +56.9% | +42.1% |
| 3M | +9.2% | -17.3% | +26.5% | +12.3% |
| 6M | +153.2% | -5.2% | +158.4% | +136.3% |
| YTD | +187.1% | +14.1% | +173.1% | +138.1% |
| 1Y | +151.1% | +16.6% | +134.5% | +103.9% |
| All | +1,101.8% | +62.6% | +1,039.2% | +637.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling