+248.8%
NBIS vs UMC
+209.4%
+39.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.6% | +2.9% | +5.1% |
| 7D | +8.2% | +5.0% | +3.3% | +5.5% |
| 30D | +3.4% | +7.7% | -4.3% | -0.4% |
| 3M | -12.8% | +1.7% | -14.5% | -11.6% |
| 6M | +131.5% | +113.9% | +17.6% | +91.8% |
| YTD | +170.5% | +168.9% | +1.6% | +96.7% |
| 1Y | +248.8% | +207.2% | +41.6% | +153.3% |
| All | +248.8% | +209.4% | +39.3% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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