+1,119.4%
NBIS vs CP
+15.5%
+1,103.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.5% | +8.2% | +7.9% |
| 7D | +22.2% | +2.4% | +19.8% | +21.1% |
| 30D | +29.7% | -0.5% | +30.3% | +30.0% |
| 3M | +11.9% | +1.4% | +10.5% | +10.4% |
| 6M | +173.0% | +10.3% | +162.7% | +153.5% |
| YTD | +191.4% | +24.3% | +167.1% | +149.7% |
| 1Y | +280.7% | +20.4% | +260.3% | +230.0% |
| All | +1,119.4% | +15.5% | +1,103.9% | +892.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 3y: compounded portfolio wealth divided by compounded CP 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…
3y analysis · Full analysis span regression · 6 months rolling