+1,022.8%
NBIS vs UUUU
+83.7%
+939.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | +0.9% |
| 7D | -0.8% | -10.5% | +9.7% | +4.7% |
| 30D | -13.4% | -10.5% | -2.9% | -9.0% |
| 3M | +1.0% | -14.1% | +15.2% | +8.6% |
| 6M | +100.5% | -35.5% | +136.0% | +138.4% |
| YTD | +168.3% | -10.9% | +179.2% | +167.7% |
| 1Y | +151.8% | +3.4% | +148.4% | +109.8% |
| All | +1,022.8% | +83.7% | +939.1% | +585.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling