+28.0%
NBIS vs CSGP
-53.2%
+81.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.0% | -10.7% | -4.8% |
| 7D | -22.4% | +18.3% | -40.7% | -15.6% |
| 30D | -39.1% | +17.8% | -56.9% | -33.3% |
| 3M | -37.3% | +9.3% | -46.6% | -32.6% |
| 6M | -19.8% | -7.9% | -11.9% | -11.9% |
| YTD | +69.1% | -51.5% | +120.6% | +99.0% |
| 1Y | +28.0% | -53.3% | +81.3% | +51.4% |
| All | +28.0% | -53.2% | +81.2% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling