+501.9%
NBIS vs USB
+32.2%
+469.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -2.1% | -12.8% | -13.4% |
| 7D | -30.0% | -1.5% | -28.5% | -29.2% |
| 30D | -51.8% | +4.3% | -56.1% | -53.5% |
| 3M | -45.0% | -6.1% | -39.0% | -42.3% |
| 6M | -31.6% | +9.4% | -41.0% | -37.7% |
| YTD | +43.8% | +15.2% | +28.6% | +24.2% |
| 1Y | +2.9% | +32.8% | -29.9% | -23.0% |
| All | +501.9% | +32.2% | +469.6% | +299.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling