+1,101.8%
NBIS vs CHRW
+42.3%
+1,059.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -1.5% |
| 7D | +17.8% | +4.1% | +13.7% | +17.5% |
| 30D | +30.5% | +1.9% | +28.7% | +30.4% |
| 3M | +9.2% | -21.2% | +30.3% | +12.0% |
| 6M | +153.2% | -16.7% | +169.8% | +156.3% |
| YTD | +187.1% | -5.4% | +192.5% | +172.6% |
| 1Y | +151.1% | +21.2% | +129.9% | +114.4% |
| All | +1,101.8% | +42.3% | +1,059.5% | +744.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling