+1,119.4%
NBIS vs CDW
-31.3%
+1,150.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -5.2% | +12.9% | +10.1% |
| 7D | +22.2% | -3.9% | +26.1% | +24.0% |
| 30D | +29.7% | +6.9% | +22.9% | +24.9% |
| 3M | +11.9% | +7.7% | +4.2% | +4.9% |
| 6M | +173.0% | +18.3% | +154.7% | +128.0% |
| YTD | +191.4% | +7.8% | +183.6% | +159.8% |
| 1Y | +280.7% | -12.2% | +292.9% | +321.0% |
| All | +1,119.4% | -31.3% | +1,150.7% | +1,537.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling