+1,101.8%
NBIS vs CAT
+112.3%
+989.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.5% |
| 7D | +17.8% | +2.9% | +14.8% | +14.2% |
| 30D | +30.5% | -2.6% | +33.2% | +35.7% |
| 3M | +9.2% | -10.7% | +19.9% | +28.8% |
| 6M | +153.2% | +16.1% | +137.0% | +121.3% |
| YTD | +187.1% | +43.2% | +143.9% | +103.3% |
| 1Y | +151.1% | +96.8% | +54.3% | +25.7% |
| All | +1,101.8% | +112.3% | +989.4% | +395.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling