+673.5%
NBIS vs CDW
-17.7%
+691.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +2.2% | +13.2% | +14.6% |
| 7D | +9.3% | +2.6% | +6.7% | +8.6% |
| 30D | -26.4% | +20.4% | -46.8% | -31.5% |
| 3M | -19.9% | +28.5% | -48.4% | -28.7% |
| 6M | -16.9% | +70.6% | -87.5% | -38.3% |
| YTD | +84.8% | +29.1% | +55.7% | +52.5% |
| 1Y | +51.3% | +23.8% | +27.5% | +29.5% |
| All | +673.5% | -17.7% | +691.2% | +861.2% |
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