+1,022.8%
NBIS vs WU
-29.9%
+1,052.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.1% | -1.6% |
| 7D | -0.8% | -3.5% | +2.7% | -0.6% |
| 30D | -13.4% | -2.9% | -10.4% | -13.2% |
| 3M | +1.0% | -2.3% | +3.3% | -1.5% |
| 6M | +100.5% | -25.4% | +125.9% | +103.8% |
| YTD | +168.3% | -21.2% | +189.5% | +169.5% |
| 1Y | +151.8% | -8.9% | +160.6% | +142.1% |
| All | +1,022.8% | -29.9% | +1,052.6% | +985.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling