-28.2%
NBIS vs CPB
+9.5%
-37.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -1.1% | -15.8% | -18.1% |
| 7D | +6.9% | -5.8% | +12.7% | -0.2% |
| 30D | -37.8% | +16.5% | -54.3% | -25.2% |
| 3M | -50.4% | -1.1% | -49.3% | -49.8% |
| 6M | -28.2% | +11.5% | -39.7% | -18.0% |
| All | -28.2% | +9.5% | -37.7% | -18.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling