+570.0%
NBIS vs CASY
+80.7%
+489.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.9% | -6.2% | -5.4% |
| 7D | -11.6% | +5.0% | -16.6% | -12.6% |
| 30D | -39.4% | +8.2% | -47.6% | -40.8% |
| 3M | -27.2% | -18.2% | -9.0% | -23.2% |
| 6M | -24.3% | -18.6% | -5.7% | -19.4% |
| YTD | +60.1% | +26.8% | +33.3% | +28.7% |
| 1Y | +21.9% | +31.6% | -9.7% | -4.8% |
| All | +570.0% | +80.7% | +489.3% | +298.6% |
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