+1,119.4%
NBIS vs UAL
+47.8%
+1,071.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.8% | +10.5% | +9.2% |
| 7D | +22.2% | +3.5% | +18.8% | +19.9% |
| 30D | +29.7% | -16.5% | +46.2% | +42.8% |
| 3M | +11.9% | +2.8% | +9.1% | +10.7% |
| 6M | +173.0% | +17.6% | +155.4% | +145.9% |
| YTD | +191.4% | -3.2% | +194.6% | +191.9% |
| 1Y | +280.7% | +0.4% | +280.3% | +269.5% |
| All | +1,119.4% | +47.8% | +1,071.6% | +922.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling