+479.4%
NBIS vs URI
+36.5%
+442.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -1.3% | -8.6% | -9.0% |
| 7D | -10.5% | +6.7% | -17.2% | -13.7% |
| 30D | -37.7% | +8.9% | -46.6% | -40.1% |
| 3M | -54.6% | +0.5% | -55.1% | -54.1% |
| 6M | -44.1% | +20.7% | -64.8% | -49.2% |
| YTD | +38.4% | +40.0% | -1.6% | +9.3% |
| 1Y | +30.7% | +34.4% | -3.7% | +7.0% |
| All | +479.4% | +36.5% | +442.9% | +286.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling