+36.3%
NBIS vs CI
+13.7%
+22.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -1.7% | -15.1% | -17.5% |
| 7D | +6.9% | -1.7% | +8.6% | +6.2% |
| 30D | -37.8% | +4.9% | -42.7% | -36.7% |
| 3M | -50.4% | +7.4% | -57.8% | -49.2% |
| 6M | -28.2% | +0.4% | -28.6% | -25.9% |
| YTD | +53.7% | +9.5% | +44.2% | +58.4% |
| 1Y | +36.3% | +12.0% | +24.4% | +43.3% |
| All | +36.3% | +13.7% | +22.6% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling