+1,040.6%
NBIS vs CHRW
+44.2%
+996.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.3% | -6.4% | -5.2% |
| 7D | +8.3% | +4.4% | +3.9% | +8.0% |
| 30D | +18.1% | +5.5% | +12.6% | +17.6% |
| 3M | +7.8% | -17.3% | +25.0% | +9.8% |
| 6M | +136.6% | -12.7% | +149.2% | +136.8% |
| YTD | +172.5% | -4.1% | +176.6% | +158.5% |
| 1Y | +144.3% | +21.2% | +123.0% | +109.9% |
| All | +1,040.6% | +44.2% | +996.4% | +700.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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