+1,101.8%
NBIS vs UPS
-15.8%
+1,117.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -1.2% |
| 7D | +17.8% | -3.7% | +21.4% | +18.5% |
| 30D | +30.5% | -3.7% | +34.3% | +31.3% |
| 3M | +9.2% | -6.6% | +15.7% | +10.3% |
| 6M | +153.2% | +2.6% | +150.6% | +151.2% |
| YTD | +187.1% | +4.8% | +182.4% | +182.4% |
| 1Y | +151.1% | +25.3% | +125.8% | +138.2% |
| All | +1,101.8% | -15.8% | +1,117.5% | +886.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 all: compounded portfolio wealth divided by compounded UPS 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…
all analysis · Full analysis span regression · 6 months rolling