+1,031.9%
NBIS vs URA
+46.2%
+985.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.8% | +6.7% | +6.6% |
| 7D | +8.2% | +1.1% | +7.2% | +7.0% |
| 30D | +3.4% | +7.4% | -4.0% | -5.5% |
| 3M | -12.8% | -8.4% | -4.4% | -3.3% |
| 6M | +131.5% | -12.7% | +144.2% | +159.6% |
| YTD | +170.5% | +7.8% | +162.7% | +134.1% |
| 1Y | +248.8% | +19.5% | +229.3% | +149.9% |
| All | +1,031.9% | +46.2% | +985.8% | +557.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling