+28.0%
NBIS vs NU
-24.1%
+52.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.3% | -9.9% | -8.3% |
| 7D | -22.4% | +0.2% | -22.6% | -22.4% |
| 30D | -39.1% | -21.0% | -18.1% | -31.8% |
| 3M | -37.3% | -16.3% | -21.0% | -32.4% |
| 6M | -19.8% | -15.3% | -4.5% | -13.4% |
| YTD | +69.1% | -28.4% | +97.4% | +102.2% |
| 1Y | +28.0% | -24.1% | +52.1% | +47.0% |
| All | +28.0% | -24.1% | +52.1% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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