+673.5%
NBIS vs CF
+52.8%
+620.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.7% | +14.7% | +15.5% |
| 7D | +9.3% | +10.4% | -1.0% | +10.7% |
| 30D | -26.4% | +7.6% | -33.9% | -25.6% |
| 3M | -19.9% | +5.2% | -25.1% | -19.3% |
| 6M | -16.9% | -0.1% | -16.8% | -16.3% |
| YTD | +84.8% | +61.7% | +23.1% | +68.5% |
| 1Y | +51.3% | +50.3% | +1.0% | +39.6% |
| All | +673.5% | +52.8% | +620.7% | +563.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 10y: compounded portfolio wealth divided by compounded CF 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…
10y analysis · Full analysis span regression · 6 months rolling