-44.1%
NBIS vs USAR
-67.8%
+23.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.1% | -11.0% | -10.8% |
| 7D | -10.5% | -0.8% | -9.7% | -9.6% |
| 30D | -37.7% | -20.9% | -16.8% | -25.5% |
| 3M | -54.6% | -56.2% | +1.6% | -18.4% |
| 6M | -44.1% | -67.9% | +23.8% | +11.4% |
| All | -44.1% | -67.8% | +23.7% | +11.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling