+1,040.6%
NBIS vs WU
-30.3%
+1,070.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -5.1% |
| 7D | +8.3% | -5.0% | +13.3% | +8.6% |
| 30D | +18.1% | -2.3% | +20.3% | +18.2% |
| 3M | +7.8% | -3.2% | +11.0% | +5.2% |
| 6M | +136.6% | -25.0% | +161.6% | +140.2% |
| YTD | +172.5% | -21.7% | +194.2% | +173.8% |
| 1Y | +144.3% | -9.0% | +153.2% | +134.6% |
| All | +1,040.6% | -30.3% | +1,070.8% | +1,002.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling