+1,101.8%
NBIS vs U
+94.9%
+1,006.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -1.2% |
| 7D | +17.8% | +4.4% | +13.4% | +15.7% |
| 30D | +30.5% | -1.3% | +31.8% | +31.3% |
| 3M | +9.2% | +49.6% | -40.4% | -11.4% |
| 6M | +153.2% | +100.2% | +53.0% | +76.0% |
| YTD | +187.1% | -3.7% | +190.8% | +176.4% |
| 1Y | +151.1% | -6.5% | +157.6% | +143.3% |
| All | +1,101.8% | +94.9% | +1,006.9% | +621.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling