+151.8%
NBIS vs U
+1.1%
+150.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.5% | -6.1% | -3.1% |
| 7D | -0.8% | +5.5% | -6.3% | -2.6% |
| 30D | -13.4% | -1.3% | -12.1% | -13.2% |
| 3M | +1.0% | +64.6% | -63.5% | -17.8% |
| 6M | +100.5% | +119.4% | -18.9% | +44.5% |
| YTD | +168.3% | -0.5% | +168.7% | +172.4% |
| 1Y | +151.8% | +1.3% | +150.5% | +153.9% |
| All | +151.8% | +1.1% | +150.7% | +153.9% |
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