+479.4%
NBIS vs CDW
-18.4%
+497.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.7% | -9.3% | -9.7% |
| 7D | -10.5% | +9.3% | -19.8% | -13.5% |
| 30D | -37.7% | +14.4% | -52.1% | -40.8% |
| 3M | -54.6% | +21.4% | -76.0% | -58.5% |
| 6M | -44.1% | +72.8% | -116.9% | -58.9% |
| YTD | +38.4% | +28.0% | +10.4% | +14.7% |
| 1Y | +30.7% | +19.3% | +11.4% | +16.2% |
| All | +479.4% | -18.4% | +497.8% | +622.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling