+28.0%
NBIS vs UAL
+22.8%
+5.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +8.0% | -14.6% | -10.9% |
| 7D | -22.4% | +11.9% | -34.3% | -27.7% |
| 30D | -39.1% | +5.2% | -44.4% | -41.0% |
| 3M | -37.3% | -12.7% | -24.6% | -32.9% |
| 6M | -19.8% | +28.5% | -48.3% | -29.3% |
| YTD | +69.1% | +3.5% | +65.5% | +63.5% |
| 1Y | +28.0% | +27.5% | +0.5% | +10.6% |
| All | +28.0% | +22.8% | +5.2% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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