+1,101.8%
NBIS vs UAL
+46.2%
+1,055.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.9% |
| 7D | +17.8% | -1.1% | +18.9% | +18.4% |
| 30D | +30.5% | -13.4% | +44.0% | +41.0% |
| 3M | +9.2% | -2.3% | +11.5% | +11.0% |
| 6M | +153.2% | +13.3% | +139.8% | +132.6% |
| YTD | +187.1% | -4.2% | +191.3% | +189.3% |
| 1Y | +151.1% | +1.4% | +149.7% | +143.4% |
| All | +1,101.8% | +46.2% | +1,055.5% | +912.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling