+1,119.4%
NBIS vs URI
+23.0%
+1,096.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.5% | +7.2% | +7.4% |
| 7D | +22.2% | +2.5% | +19.7% | +20.4% |
| 30D | +29.7% | -12.5% | +42.3% | +40.9% |
| 3M | +11.9% | -6.2% | +18.1% | +16.9% |
| 6M | +173.0% | +25.9% | +147.1% | +131.5% |
| YTD | +191.4% | +26.2% | +165.2% | +142.2% |
| 1Y | +280.7% | +5.5% | +275.2% | +257.8% |
| All | +1,119.4% | +23.0% | +1,096.4% | +756.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling