+151.8%
NBIS vs CDE
+40.5%
+111.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.7% | -2.1% |
| 7D | -0.8% | -3.1% | +2.3% | +0.5% |
| 30D | -13.4% | +9.5% | -22.8% | -17.8% |
| 3M | +1.0% | +25.5% | -24.4% | -10.4% |
| 6M | +100.5% | -7.9% | +108.4% | +97.1% |
| YTD | +168.3% | +15.6% | +152.7% | +137.3% |
| 1Y | +151.8% | +34.0% | +117.7% | +129.5% |
| All | +151.8% | +40.5% | +111.2% | +129.5% |
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