+28.0%
NBIS vs UNH
+28.3%
-0.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -7.9% | -6.8% |
| 7D | -22.4% | +0.6% | -22.9% | -22.4% |
| 30D | -39.1% | +8.1% | -47.3% | -39.5% |
| 3M | -37.3% | +1.1% | -38.4% | -37.3% |
| 6M | -19.8% | +11.7% | -31.5% | -20.5% |
| YTD | +69.1% | +26.5% | +42.6% | +53.5% |
| 1Y | +28.0% | +27.0% | +1.0% | +16.9% |
| All | +28.0% | +28.3% | -0.3% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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