+479.4%
NBIS vs CAT
+56.6%
+422.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.8% | -9.1% | -8.9% |
| 7D | -10.5% | +7.4% | -18.0% | -17.3% |
| 30D | -37.7% | -19.7% | -18.0% | -18.8% |
| 3M | -54.6% | -29.6% | -25.0% | -30.8% |
| 6M | -44.1% | -33.2% | -10.9% | -6.8% |
| YTD | +38.4% | +5.7% | +32.8% | +41.0% |
| 1Y | +30.7% | +9.3% | +21.4% | +29.0% |
| All | +479.4% | +56.6% | +422.8% | +243.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling