+28.0%
NBIS vs WU
-18.0%
+46.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.4% | -12.1% | -5.3% |
| 7D | -22.4% | +8.2% | -30.6% | -20.8% |
| 30D | -39.1% | +8.0% | -47.2% | -37.9% |
| 3M | -37.3% | -6.6% | -30.7% | -37.6% |
| 6M | -19.8% | -23.3% | +3.5% | -24.2% |
| YTD | +69.1% | -22.4% | +91.5% | +59.5% |
| 1Y | +28.0% | -18.0% | +46.0% | +25.5% |
| All | +28.0% | -18.0% | +46.0% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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