+248.8%
NBIS vs UNP
+32.8%
+216.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.6% |
| 7D | +8.2% | -5.3% | +13.6% | +5.0% |
| 30D | +3.4% | -1.5% | +4.9% | +2.7% |
| 3M | -12.8% | +10.3% | -23.1% | -8.5% |
| 6M | +131.5% | +9.7% | +121.9% | +137.7% |
| YTD | +170.5% | +27.1% | +143.4% | +187.2% |
| 1Y | +248.8% | +32.6% | +216.2% | +325.9% |
| All | +248.8% | +32.8% | +216.0% | +325.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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