+1,022.8%
NBIS vs UNH
-30.6%
+1,053.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.3% |
| 7D | -0.8% | -4.5% | +3.7% | -0.3% |
| 30D | -13.4% | -6.5% | -6.8% | -12.7% |
| 3M | +1.0% | -6.0% | +7.0% | +1.7% |
| 6M | +100.5% | +33.7% | +66.8% | +92.6% |
| YTD | +168.3% | +16.4% | +151.9% | +157.6% |
| 1Y | +151.8% | +10.1% | +141.7% | +143.5% |
| All | +1,022.8% | -30.6% | +1,053.4% | +870.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling