+248.8%
NBIS vs CMS
-1.9%
+250.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.2% | +7.7% | +7.3% |
| 7D | +8.2% | +0.4% | +7.9% | +8.6% |
| 30D | +3.4% | -3.6% | +7.0% | -0.9% |
| 3M | -12.8% | -1.9% | -10.9% | -15.9% |
| 6M | +131.5% | -11.0% | +142.5% | +115.5% |
| YTD | +170.5% | +0.2% | +170.3% | +168.4% |
| 1Y | +248.8% | -1.3% | +250.1% | +233.0% |
| All | +248.8% | -1.9% | +250.6% | +233.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 CMS 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