+1,040.6%
NBIS vs CAVA
-60.1%
+1,100.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.4% | -0.7% | -2.5% |
| 7D | +8.3% | -12.4% | +20.7% | +16.9% |
| 30D | +18.1% | -11.2% | +29.2% | +27.3% |
| 3M | +7.8% | -33.8% | +41.5% | +34.2% |
| 6M | +136.6% | -32.5% | +169.1% | +181.2% |
| YTD | +172.5% | -8.0% | +180.5% | +154.2% |
| 1Y | +144.3% | -17.1% | +161.4% | +144.3% |
| All | +1,040.6% | -60.1% | +1,100.6% | +2,127.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling