+1,101.8%
NBIS vs CRL
+41.6%
+1,060.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.2% |
| 7D | +17.8% | -4.6% | +22.4% | +19.1% |
| 30D | +30.5% | +0.5% | +30.1% | +30.2% |
| 3M | +9.2% | +46.6% | -37.4% | -3.8% |
| 6M | +153.2% | +57.3% | +95.9% | +115.4% |
| YTD | +187.1% | +39.5% | +147.6% | +154.5% |
| 1Y | +151.1% | +76.9% | +74.2% | +104.3% |
| All | +1,101.8% | +41.6% | +1,060.2% | +867.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 3y: compounded portfolio wealth divided by compounded CRL 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…
3y analysis · Full analysis span regression · 6 months rolling