+21.9%
NBIS vs BURL
-10.6%
+32.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.0% | -5.3% |
| 7D | -11.6% | +5.9% | -17.5% | -11.3% |
| 30D | -39.4% | -8.3% | -31.1% | -39.2% |
| 3M | -27.2% | -31.6% | +4.4% | -29.2% |
| 6M | -24.3% | -16.6% | -7.7% | -28.0% |
| YTD | +60.1% | -12.1% | +72.2% | +52.2% |
| 1Y | +21.9% | -10.0% | +31.9% | +16.1% |
| All | +21.9% | -10.6% | +32.5% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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