+28.0%
NBIS vs CTVA
+33.4%
-5.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.2% | -9.9% | -6.3% |
| 7D | -22.4% | +8.2% | -30.6% | -21.7% |
| 30D | -39.1% | -1.0% | -38.1% | -38.5% |
| 3M | -37.3% | +4.6% | -41.9% | -36.3% |
| 6M | -19.8% | +0.5% | -20.3% | -21.7% |
| YTD | +69.1% | +22.7% | +46.3% | +44.1% |
| 1Y | +28.0% | +32.0% | -3.9% | +5.7% |
| All | +28.0% | +33.4% | -5.4% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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