+28.0%
NBIS vs CLX
-6.5%
+34.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.7% | -12.4% | -2.9% |
| 7D | -22.4% | +14.2% | -36.6% | -15.0% |
| 30D | -39.1% | +22.7% | -61.8% | -29.8% |
| 3M | -37.3% | -2.8% | -34.5% | -38.4% |
| 6M | -19.8% | +17.7% | -37.5% | -10.0% |
| YTD | +69.1% | +3.3% | +65.7% | +85.3% |
| 1Y | +28.0% | -5.6% | +33.7% | +36.8% |
| All | +28.0% | -6.5% | +34.6% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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