+1,031.9%
NBIS vs U
+90.8%
+941.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +7.9% |
| 7D | +8.2% | -3.8% | +12.0% | +10.0% |
| 30D | +3.4% | +17.5% | -14.1% | -5.4% |
| 3M | -12.8% | +38.7% | -51.5% | -26.7% |
| 6M | +131.5% | +104.4% | +27.1% | +59.1% |
| YTD | +170.5% | -5.7% | +176.1% | +162.5% |
| 1Y | +248.8% | +3.7% | +245.1% | +217.8% |
| All | +1,031.9% | +90.8% | +941.1% | +585.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling