+248.8%
NBIS vs CDE
+54.5%
+194.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.9% | +9.4% | +8.3% |
| 7D | +8.2% | +0.5% | +7.7% | +7.9% |
| 30D | +3.4% | +21.9% | -18.5% | -6.0% |
| 3M | -12.8% | +14.9% | -27.8% | -19.4% |
| 6M | +131.5% | -10.5% | +142.0% | +128.9% |
| YTD | +170.5% | +19.3% | +151.2% | +141.2% |
| 1Y | +248.8% | +50.8% | +198.0% | +331.4% |
| All | +248.8% | +54.5% | +194.2% | +331.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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