+28.0%
NBIS vs CEG
-33.0%
+61.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.7% | 0.0% | -2.9% |
| 7D | -22.4% | -4.8% | -17.6% | -20.1% |
| 30D | -39.1% | -8.2% | -31.0% | -35.7% |
| 3M | -37.3% | -7.9% | -29.4% | -33.7% |
| 6M | -19.8% | -23.2% | +3.4% | -10.4% |
| YTD | +69.1% | -30.1% | +99.2% | +89.8% |
| 1Y | +28.0% | -31.9% | +59.9% | +46.7% |
| All | +28.0% | -33.0% | +61.0% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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