+479.4%
NBIS vs CPB
-47.8%
+527.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +3.2% | -13.1% | -7.2% |
| 7D | -10.5% | -1.6% | -9.0% | -11.4% |
| 30D | -37.7% | +19.2% | -56.9% | -26.7% |
| 3M | -54.6% | -0.9% | -53.6% | -53.3% |
| 6M | -44.1% | +15.2% | -59.3% | -33.9% |
| YTD | +38.4% | -13.1% | +51.5% | +42.2% |
| 1Y | +30.7% | -22.4% | +53.2% | +26.6% |
| All | +479.4% | -47.8% | +527.2% | +399.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling