+1,040.6%
NBIS vs CVS
+70.2%
+970.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -5.0% | -5.1% |
| 7D | +8.3% | -2.0% | +10.3% | +8.5% |
| 30D | +18.1% | +1.9% | +16.1% | +17.8% |
| 3M | +7.8% | -2.2% | +9.9% | +8.1% |
| 6M | +136.6% | +26.7% | +109.8% | +131.3% |
| YTD | +172.5% | +22.9% | +149.6% | +165.2% |
| 1Y | +144.3% | +32.9% | +111.3% | +135.7% |
| All | +1,040.6% | +70.2% | +970.4% | +997.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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