+673.5%
NBIS vs URI
+39.4%
+634.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +4.2% | +11.3% | +12.6% |
| 7D | +9.3% | +2.4% | +6.9% | +8.6% |
| 30D | -26.4% | +8.9% | -35.2% | -29.4% |
| 3M | -19.9% | +0.8% | -20.7% | -19.7% |
| 6M | -16.9% | +23.1% | -40.0% | -25.9% |
| YTD | +84.8% | +43.1% | +41.7% | +43.5% |
| 1Y | +51.3% | +35.7% | +15.6% | +23.0% |
| All | +673.5% | +39.4% | +634.0% | +407.3% |
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