+1,101.8%
NBIS vs CPB
-50.4%
+1,152.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.0% |
| 7D | +17.8% | -8.0% | +25.8% | +10.3% |
| 30D | +30.5% | -2.4% | +33.0% | +29.2% |
| 3M | +9.2% | +0.5% | +8.6% | +14.1% |
| 6M | +153.2% | -10.5% | +163.6% | +149.5% |
| YTD | +187.1% | -17.5% | +204.7% | +175.4% |
| 1Y | +151.1% | -31.0% | +182.1% | +120.8% |
| All | +1,101.8% | -50.4% | +1,152.2% | +868.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling