+21.9%
NBIS vs USB
+33.1%
-11.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -4.9% | -5.2% |
| 7D | -11.6% | +1.4% | -13.1% | -11.8% |
| 30D | -39.4% | +6.4% | -45.8% | -40.4% |
| 3M | -27.2% | -4.5% | -22.7% | -25.6% |
| 6M | -24.3% | +11.4% | -35.7% | -26.4% |
| YTD | +60.1% | +17.1% | +43.0% | +47.7% |
| 1Y | +21.9% | +32.6% | -10.7% | +6.4% |
| All | +21.9% | +33.1% | -11.2% | +6.4% |
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