+248.8%
NBIS vs U
+6.4%
+242.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +7.8% |
| 7D | +8.2% | -3.8% | +12.0% | +9.6% |
| 30D | +3.4% | +17.5% | -14.1% | -3.3% |
| 3M | -12.8% | +38.7% | -51.5% | -23.8% |
| 6M | +131.5% | +104.4% | +27.1% | +72.2% |
| YTD | +170.5% | -5.7% | +176.1% | +178.3% |
| 1Y | +248.8% | +3.7% | +245.1% | +238.1% |
| All | +248.8% | +6.4% | +242.4% | +238.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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