+673.5%
NBIS vs UAL
+61.6%
+611.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.8% | +17.3% | +16.4% |
| 7D | +9.3% | +2.3% | +7.1% | +8.3% |
| 30D | -26.4% | +13.3% | -39.7% | -31.5% |
| 3M | -19.9% | -6.3% | -13.7% | -17.3% |
| 6M | -16.9% | +22.5% | -39.4% | -25.9% |
| YTD | +84.8% | +5.9% | +78.9% | +76.2% |
| 1Y | +51.3% | +24.7% | +26.7% | +31.6% |
| All | +673.5% | +61.6% | +611.9% | +517.1% |
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