+248.8%
NBIS vs ULTA
+6.6%
+242.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +7.8% |
| 7D | +8.2% | +9.0% | -0.8% | +10.4% |
| 30D | +3.4% | +4.6% | -1.2% | +5.1% |
| 3M | -12.8% | +22.0% | -34.8% | -8.4% |
| 6M | +131.5% | -14.7% | +146.2% | +138.7% |
| YTD | +170.5% | -6.8% | +177.2% | +185.6% |
| 1Y | +248.8% | +6.5% | +242.2% | +314.0% |
| All | +248.8% | +6.6% | +242.1% | +314.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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