+479.4%
NBIS vs USB
+35.0%
+444.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.9% | -10.8% | -10.5% |
| 7D | -10.5% | +2.6% | -13.1% | -12.1% |
| 30D | -37.7% | +8.4% | -46.1% | -41.6% |
| 3M | -54.6% | -5.5% | -49.0% | -52.6% |
| 6M | -44.1% | +17.7% | -61.8% | -52.0% |
| YTD | +38.4% | +17.6% | +20.9% | +17.9% |
| 1Y | +30.7% | +33.9% | -3.1% | -2.3% |
| All | +479.4% | +35.0% | +444.4% | +278.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling