+607.2%
NBIS vs CB
+22.9%
+584.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.4% | +9.7% | +8.6% |
| 7D | 0.0% | -1.5% | +1.5% | -1.8% |
| 30D | -36.0% | +6.5% | -42.5% | -28.8% |
| 3M | -24.7% | +4.1% | -28.8% | -18.1% |
| 6M | -20.1% | +14.4% | -34.5% | +1.7% |
| YTD | +69.0% | +17.5% | +51.5% | +124.7% |
| 1Y | +27.1% | +27.5% | -0.4% | +82.7% |
| All | +607.2% | +22.9% | +584.4% | +1,122.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling