+248.8%
NBIS vs CLX
-20.9%
+269.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.3% | +8.8% | +6.6% |
| 7D | +8.2% | -9.2% | +17.5% | +1.2% |
| 30D | +3.4% | -11.0% | +14.4% | -4.4% |
| 3M | -12.8% | +5.0% | -17.9% | -9.1% |
| 6M | +131.5% | -18.8% | +150.3% | +111.4% |
| YTD | +170.5% | -4.4% | +174.9% | +176.3% |
| 1Y | +248.8% | -21.9% | +270.6% | +254.2% |
| All | +248.8% | -20.9% | +269.6% | +254.2% |
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