+1,022.8%
NBIS vs CAVA
-58.7%
+1,081.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.0% | -3.6% |
| 7D | -0.8% | -8.0% | +7.2% | +4.0% |
| 30D | -13.4% | -19.6% | +6.2% | -2.3% |
| 3M | +1.0% | -36.7% | +37.7% | +29.0% |
| 6M | +100.5% | -30.6% | +131.1% | +134.2% |
| YTD | +168.3% | -4.8% | +173.1% | +145.0% |
| 1Y | +151.8% | -13.1% | +164.9% | +143.8% |
| All | +1,022.8% | -58.7% | +1,081.4% | +2,047.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling