+151.8%
NBIS vs USAR
+13.1%
+138.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.0% | +1.4% | -0.5% |
| 7D | -0.8% | -11.6% | +10.8% | +3.5% |
| 30D | -13.4% | -15.5% | +2.1% | -8.2% |
| 3M | +1.0% | -31.0% | +32.1% | +13.3% |
| 6M | +100.5% | -26.2% | +126.7% | +115.5% |
| YTD | +168.3% | +30.8% | +137.5% | +144.1% |
| 1Y | +151.8% | +7.1% | +144.7% | +158.6% |
| All | +151.8% | +13.1% | +138.7% | +158.6% |
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