+1,101.8%
NBIS vs NU
+4.2%
+1,097.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | +0.2% |
| 7D | +17.8% | -2.6% | +20.4% | +20.0% |
| 30D | +30.5% | +8.2% | +22.3% | +21.9% |
| 3M | +9.2% | +26.3% | -17.1% | -8.5% |
| 6M | +153.2% | +2.2% | +150.9% | +146.0% |
| YTD | +187.1% | -10.4% | +197.5% | +207.9% |
| 1Y | +151.1% | -3.0% | +154.1% | +151.9% |
| All | +1,101.8% | +4.2% | +1,097.5% | +1,010.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling