+248.8%
NBIS vs CPB
-32.6%
+281.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -3.4% | +10.9% | +4.1% |
| 7D | +8.2% | -8.6% | +16.8% | -0.5% |
| 30D | +3.4% | -7.2% | +10.6% | -3.2% |
| 3M | -12.8% | +0.9% | -13.7% | -8.5% |
| 6M | +131.5% | -11.8% | +143.3% | +123.0% |
| YTD | +170.5% | -19.4% | +189.9% | +153.5% |
| 1Y | +248.8% | -30.4% | +279.2% | +215.1% |
| All | +248.8% | -32.6% | +281.4% | +215.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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