+1,022.8%
NBIS vs CRM
-13.2%
+1,035.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -2.0% |
| 7D | -0.8% | -4.4% | +3.6% | +0.1% |
| 30D | -13.4% | +28.1% | -41.5% | -19.6% |
| 3M | +1.0% | +48.8% | -47.8% | -14.2% |
| 6M | +100.5% | +28.3% | +72.2% | +84.1% |
| YTD | +168.3% | -6.0% | +174.3% | +218.8% |
| 1Y | +151.8% | +1.4% | +150.3% | +174.1% |
| All | +1,022.8% | -13.2% | +1,035.9% | +1,277.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 CRM 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