+1,022.8%
NBIS vs CI
-12.2%
+1,035.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -13.4% | +1.8% | -15.1% | -12.8% |
| 3M | +1.0% | -4.2% | +5.3% | +0.4% |
| 6M | +100.5% | +8.8% | +91.7% | +106.2% |
| YTD | +168.3% | +3.7% | +164.5% | +173.1% |
| 1Y | +151.8% | -6.1% | +157.9% | +152.7% |
| All | +1,022.8% | -12.2% | +1,035.0% | +1,096.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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