+607.2%
NBIS vs URI
+36.7%
+570.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +6.9% | +2.4% | +4.7% |
| 7D | 0.0% | -4.0% | +4.1% | +3.4% |
| 30D | -36.0% | +6.8% | -42.8% | -38.0% |
| 3M | -24.7% | -2.8% | -21.9% | -22.9% |
| 6M | -20.1% | +20.9% | -41.0% | -28.1% |
| YTD | +69.0% | +40.2% | +28.7% | +32.6% |
| 1Y | +27.1% | +34.1% | -7.0% | +3.7% |
| All | +607.2% | +36.7% | +570.6% | +368.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling