+1,040.6%
NBIS vs UL
-6.5%
+1,047.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.4% | -3.7% | -6.5% |
| 7D | +8.3% | -4.1% | +12.4% | +3.7% |
| 30D | +18.1% | -1.2% | +19.2% | +17.5% |
| 3M | +7.8% | +6.0% | +1.8% | +17.1% |
| 6M | +136.6% | -5.5% | +142.0% | +137.5% |
| YTD | +172.5% | -3.3% | +175.8% | +180.9% |
| 1Y | +144.3% | -9.8% | +154.0% | +140.1% |
| All | +1,040.6% | -6.5% | +1,047.1% | +1,410.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling