+248.8%
NBIS vs CAVA
-7.9%
+256.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.5% | +9.0% | +8.1% |
| 7D | +8.2% | -9.2% | +17.5% | +12.3% |
| 30D | +3.4% | -8.2% | +11.6% | +6.6% |
| 3M | -12.8% | -15.3% | +2.5% | -9.5% |
| 6M | +131.5% | -23.6% | +155.1% | +142.9% |
| YTD | +170.5% | +3.5% | +166.9% | +153.8% |
| 1Y | +248.8% | -7.9% | +256.7% | +261.9% |
| All | +248.8% | -7.9% | +256.7% | +261.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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