+151.1%
NBIS vs CMS
-0.2%
+151.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -2.3% |
| 7D | +17.8% | +0.2% | +17.6% | +17.9% |
| 30D | +30.5% | -1.3% | +31.8% | +28.6% |
| 3M | +9.2% | -5.4% | +14.6% | +2.2% |
| 6M | +153.2% | -10.3% | +163.5% | +133.7% |
| YTD | +187.1% | -0.2% | +187.4% | +186.5% |
| 1Y | +151.1% | -0.9% | +152.0% | +146.3% |
| All | +151.1% | -0.2% | +151.3% | +146.3% |
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