+479.4%
NBIS vs U
+141.9%
+337.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +5.2% | -15.2% | -12.0% |
| 7D | -10.5% | +2.6% | -13.1% | -11.8% |
| 30D | -37.7% | +27.6% | -65.3% | -44.6% |
| 3M | -54.6% | +15.3% | -69.9% | -58.2% |
| 6M | -44.1% | +96.4% | -140.5% | -60.5% |
| YTD | +38.4% | +19.6% | +18.9% | +18.8% |
| 1Y | +30.7% | +42.1% | -11.4% | +2.7% |
| All | +479.4% | +141.9% | +337.5% | +210.4% |
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