+144.3%
NBIS vs CAT
+93.5%
+50.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -3.6% |
| 7D | +8.3% | +0.6% | +7.7% | +7.8% |
| 30D | +18.1% | -4.5% | +22.6% | +25.6% |
| 3M | +7.8% | -5.8% | +13.6% | +22.6% |
| 6M | +136.6% | +12.7% | +123.8% | +117.0% |
| YTD | +172.5% | +41.4% | +131.1% | +101.4% |
| 1Y | +144.3% | +92.1% | +52.2% | +41.6% |
| All | +144.3% | +93.5% | +50.8% | +41.6% |
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