+28.0%
NBIS vs USAR
-49.3%
+77.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.9% | -0.8% | -4.1% |
| 7D | -22.4% | -21.8% | -0.6% | -13.4% |
| 30D | -39.1% | -39.9% | +0.8% | -24.2% |
| 3M | -37.3% | -52.5% | +15.2% | -15.2% |
| 6M | -19.8% | -67.9% | +48.2% | +23.7% |
| YTD | +69.1% | -31.1% | +100.2% | +89.6% |
| 1Y | +28.0% | -49.8% | +77.9% | +59.6% |
| All | +28.0% | -49.3% | +77.3% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling