+28.0%
NBIS vs UL
+1.7%
+26.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.3% | -9.9% | -2.5% |
| 7D | -22.4% | +4.7% | -27.0% | -17.1% |
| 30D | -39.1% | +11.6% | -50.7% | -29.4% |
| 3M | -37.3% | +5.3% | -42.6% | -31.1% |
| 6M | -19.8% | +16.0% | -35.8% | +0.3% |
| YTD | +69.1% | +5.0% | +64.1% | +96.5% |
| 1Y | +28.0% | +1.1% | +26.9% | +49.0% |
| All | +28.0% | +1.7% | +26.4% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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