+1,022.8%
NBIS vs CTVA
+43.9%
+978.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | -0.8% | -4.5% | +3.7% | +0.2% |
| 30D | -13.4% | +11.3% | -24.7% | -16.1% |
| 3M | +1.0% | +12.3% | -11.3% | -6.1% |
| 6M | +100.5% | +7.2% | +93.3% | +89.6% |
| YTD | +168.3% | +26.0% | +142.3% | +135.2% |
| 1Y | +151.8% | +16.0% | +135.7% | +130.1% |
| All | +1,022.8% | +43.9% | +978.9% | +748.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling