+248.8%
NBIS vs CMI
+45.0%
+203.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.8% | +4.7% | +4.1% |
| 7D | +8.2% | -0.7% | +9.0% | +9.3% |
| 30D | +3.4% | -13.4% | +16.8% | +23.6% |
| 3M | -12.8% | -17.0% | +4.2% | +12.1% |
| 6M | +131.5% | -1.6% | +133.2% | +142.6% |
| YTD | +170.5% | +11.0% | +159.5% | +164.7% |
| 1Y | +248.8% | +41.9% | +206.9% | +282.7% |
| All | +248.8% | +45.0% | +203.8% | +282.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 CMI 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