+30.7%
NBIS vs CPB
-22.0%
+52.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +3.2% | -13.1% | -6.5% |
| 7D | -10.5% | -1.6% | -9.0% | -11.6% |
| 30D | -37.7% | +19.2% | -56.9% | -24.0% |
| 3M | -54.6% | -0.9% | -53.6% | -53.5% |
| 6M | -44.1% | +15.2% | -59.3% | -31.7% |
| YTD | +38.4% | -13.1% | +51.5% | +42.5% |
| 1Y | +30.7% | -22.4% | +53.2% | +29.5% |
| All | +30.7% | -22.0% | +52.7% | +29.5% |
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