+1,040.6%
NBIS vs CEG
+5.9%
+1,034.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.7% | -2.4% | -3.1% |
| 7D | +8.3% | +0.3% | +8.0% | +8.2% |
| 30D | +18.1% | +2.9% | +15.2% | +15.7% |
| 3M | +7.8% | +18.2% | -10.4% | -2.7% |
| 6M | +136.6% | -9.5% | +146.1% | +145.3% |
| YTD | +172.5% | -18.7% | +191.2% | +202.3% |
| 1Y | +144.3% | -10.1% | +154.4% | +150.5% |
| All | +1,040.6% | +5.9% | +1,034.6% | +994.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling