+18.3%
NBIS vs USB
+31.9%
-13.6%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.5% | +8.1% | +7.7% |
| 7D | -16.0% | 0.0% | -16.0% | -15.9% |
| 30D | -45.4% | +5.8% | -51.2% | -46.3% |
| 3M | -31.8% | -6.0% | -25.8% | -30.0% |
| 6M | -33.6% | +7.8% | -41.4% | -34.4% |
| YTD | +54.7% | +14.6% | +40.1% | +43.5% |
| 1Y | +18.3% | +31.8% | -13.5% | +2.6% |
| All | +18.3% | +31.9% | -13.6% | +2.6% |
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