+248.8%
NBIS vs CAT
+97.5%
+151.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.7% | +5.8% | +5.6% |
| 7D | +8.2% | +1.7% | +6.5% | +6.4% |
| 30D | +3.4% | -6.6% | +9.9% | +12.2% |
| 3M | -12.8% | -13.3% | +0.5% | +4.9% |
| 6M | +131.5% | +11.6% | +119.9% | +118.7% |
| YTD | +170.5% | +42.9% | +127.5% | +110.6% |
| 1Y | +248.8% | +95.4% | +153.3% | +371.7% |
| All | +248.8% | +97.5% | +151.3% | +371.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 CAT 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