+36.3%
NBIS vs CF
+53.7%
-17.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +1.4% | -18.2% | -16.4% |
| 7D | +6.9% | +5.4% | +1.5% | +8.6% |
| 30D | -37.8% | +6.5% | -44.4% | -36.1% |
| 3M | -50.4% | +4.6% | -55.0% | -49.1% |
| 6M | -28.2% | -3.3% | -24.9% | -27.1% |
| YTD | +53.7% | +63.9% | -10.2% | +46.6% |
| 1Y | +36.3% | +50.4% | -14.1% | +31.7% |
| All | +36.3% | +53.7% | -17.4% | +31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling