+1,119.4%
NBIS vs CB
+13.5%
+1,105.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.4% | +9.2% | +5.7% |
| 7D | +22.2% | -0.6% | +22.8% | +21.4% |
| 30D | +29.7% | -3.9% | +33.6% | +23.6% |
| 3M | +11.9% | +4.9% | +7.0% | +22.2% |
| 6M | +173.0% | +3.3% | +169.8% | +198.8% |
| YTD | +191.4% | +8.5% | +182.8% | +239.1% |
| 1Y | +280.7% | +22.1% | +258.6% | +395.4% |
| All | +1,119.4% | +13.5% | +1,105.9% | +1,744.6% |
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