-28.2%
NBIS vs U
+87.6%
-115.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +1.1% | -17.9% | -16.9% |
| 7D | +6.9% | +2.8% | +4.0% | +6.6% |
| 30D | -37.8% | +7.6% | -45.4% | -37.6% |
| 3M | -50.4% | +12.7% | -63.1% | -50.5% |
| 6M | -28.2% | +87.0% | -115.1% | -39.3% |
| All | -28.2% | +87.6% | -115.8% | -39.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling