+151.8%
NBIS vs URA
+7.9%
+143.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.7% | +1.5% |
| 7D | -0.8% | -5.5% | +4.7% | +4.7% |
| 30D | -13.4% | -3.7% | -9.7% | -10.6% |
| 3M | +1.0% | -2.9% | +3.9% | +4.7% |
| 6M | +100.5% | -15.2% | +115.7% | +125.6% |
| YTD | +168.3% | +1.9% | +166.4% | +159.5% |
| 1Y | +151.8% | +6.9% | +144.8% | +161.5% |
| All | +151.8% | +7.9% | +143.8% | +161.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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