+248.8%
NBIS vs UNH
+33.2%
+215.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.9% | +8.4% | +7.9% |
| 7D | +8.2% | +1.1% | +7.2% | +7.6% |
| 30D | +3.4% | -3.8% | +7.2% | +5.3% |
| 3M | -12.8% | +0.7% | -13.6% | -13.9% |
| 6M | +131.5% | +37.9% | +93.7% | +88.5% |
| YTD | +170.5% | +21.9% | +148.5% | +112.0% |
| 1Y | +248.8% | +31.4% | +217.4% | +75.6% |
| All | +248.8% | +33.2% | +215.6% | +75.6% |
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