+151.8%
NBIS vs CHD
+2.3%
+149.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.3% |
| 7D | -0.8% | -4.5% | +3.7% | -5.8% |
| 30D | -13.4% | -6.7% | -6.6% | -19.9% |
| 3M | +1.0% | -2.7% | +3.8% | 0.0% |
| 6M | +100.5% | -4.9% | +105.4% | +96.4% |
| YTD | +168.3% | +13.3% | +154.9% | +201.7% |
| 1Y | +151.8% | +1.0% | +150.8% | +140.2% |
| All | +151.8% | +2.3% | +149.4% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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