+36.3%
NBIS vs CB
+28.2%
+8.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +0.4% | -17.2% | -16.0% |
| 7D | +6.9% | 0.0% | +6.8% | +7.6% |
| 30D | -37.8% | +7.4% | -45.2% | -25.6% |
| 3M | -50.4% | +8.6% | -59.0% | -38.9% |
| 6M | -28.2% | +16.1% | -44.3% | +7.6% |
| YTD | +53.7% | +20.2% | +33.5% | +148.9% |
| 1Y | +36.3% | +27.2% | +9.1% | +144.0% |
| All | +36.3% | +28.2% | +8.1% | +144.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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