+1,022.8%
NBIS vs CVS
+69.1%
+953.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.5% |
| 7D | -0.8% | -2.2% | +1.3% | -0.6% |
| 30D | -13.4% | -0.1% | -13.3% | -13.4% |
| 3M | +1.0% | -5.2% | +6.2% | +1.7% |
| 6M | +100.5% | +26.9% | +73.6% | +96.2% |
| YTD | +168.3% | +22.1% | +146.2% | +161.3% |
| 1Y | +151.8% | +30.8% | +121.0% | +143.4% |
| All | +1,022.8% | +69.1% | +953.7% | +980.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling