+1,119.4%
NBIS vs CI
-13.8%
+1,133.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.8% | +9.6% | +7.2% |
| 7D | +22.2% | -2.0% | +24.2% | +21.5% |
| 30D | +29.7% | -1.8% | +31.6% | +29.0% |
| 3M | +11.9% | -4.2% | +16.1% | +11.1% |
| 6M | +173.0% | +2.7% | +170.3% | +175.9% |
| YTD | +191.4% | +1.9% | +189.4% | +194.9% |
| 1Y | +280.7% | -6.3% | +287.0% | +282.6% |
| All | +1,119.4% | -13.8% | +1,133.2% | +1,192.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling