+479.4%
NBIS vs URA
+1.0%
+478.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -1.6% | -8.3% | -8.0% |
| 7D | -10.5% | -1.5% | -9.0% | -7.6% |
| 30D | -37.7% | -10.4% | -27.3% | -26.9% |
| 3M | -54.6% | -29.6% | -24.9% | -30.8% |
| 6M | -44.1% | -40.3% | -3.8% | +2.2% |
| YTD | +38.4% | -25.5% | +63.9% | +87.6% |
| 1Y | +30.7% | -26.4% | +57.2% | +81.0% |
| All | +479.4% | +1.0% | +478.4% | +426.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling