+151.8%
NBIS vs UNH
+11.5%
+140.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.2% |
| 7D | -0.8% | -4.5% | +3.7% | 0.0% |
| 30D | -13.4% | -6.5% | -6.8% | -12.4% |
| 3M | +1.0% | -6.0% | +7.0% | +1.9% |
| 6M | +100.5% | +33.7% | +66.8% | +86.9% |
| YTD | +168.3% | +16.4% | +151.9% | +139.7% |
| 1Y | +151.8% | +10.1% | +141.7% | +140.1% |
| All | +151.8% | +11.5% | +140.2% | +140.1% |
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