+36.3%
NBIS vs CDW
+22.8%
+13.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.2% | -16.7% | -16.8% |
| 7D | +6.9% | +9.1% | -2.2% | +6.4% |
| 30D | -37.8% | +13.7% | -51.5% | -37.7% |
| 3M | -50.4% | +27.0% | -77.4% | -50.5% |
| 6M | -28.2% | +75.9% | -104.1% | -27.0% |
| YTD | +53.7% | +28.9% | +24.8% | +53.0% |
| 1Y | +36.3% | +19.6% | +16.7% | +41.7% |
| All | +36.3% | +22.8% | +13.5% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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