+248.8%
NBIS vs USB
+35.1%
+213.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.3% | +7.7% | +7.6% |
| 7D | +8.2% | +1.4% | +6.8% | +7.5% |
| 30D | +3.4% | -1.3% | +4.7% | +4.4% |
| 3M | -12.8% | +15.2% | -28.1% | -18.5% |
| 6M | +131.5% | +18.8% | +112.7% | +107.2% |
| YTD | +170.5% | +21.0% | +149.4% | +138.9% |
| 1Y | +248.8% | +34.0% | +214.8% | +220.7% |
| All | +248.8% | +35.1% | +213.6% | +220.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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