+1,119.4%
NBIS vs CAT
+114.1%
+1,005.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.0% | +6.7% | +6.5% |
| 7D | +22.2% | +5.6% | +16.7% | +15.2% |
| 30D | +29.7% | -2.3% | +32.1% | +34.4% |
| 3M | +11.9% | -10.0% | +21.9% | +30.9% |
| 6M | +173.0% | +21.2% | +151.8% | +127.7% |
| YTD | +191.4% | +44.4% | +146.9% | +104.3% |
| 1Y | +280.7% | +96.3% | +184.4% | +90.3% |
| All | +1,119.4% | +114.1% | +1,005.3% | +397.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling