+607.2%
NBIS vs USB
+34.9%
+572.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +2.5% | +6.7% | +7.4% |
| 7D | 0.0% | +0.8% | -0.7% | -0.3% |
| 30D | -36.0% | +6.8% | -42.8% | -39.2% |
| 3M | -24.7% | -3.8% | -21.0% | -22.4% |
| 6M | -20.1% | +11.7% | -31.8% | -28.4% |
| YTD | +69.0% | +17.5% | +51.5% | +44.0% |
| 1Y | +27.1% | +33.8% | -6.6% | -4.9% |
| All | +607.2% | +34.9% | +572.4% | +362.8% |
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