+635.9%
MU vs NBIS
+800.2%
-164.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -16.8% | +15.3% | +3.5% |
| 7D | +21.6% | +6.9% | +14.8% | +18.7% |
| 30D | -16.2% | -37.8% | +21.6% | -4.3% |
| 3M | -12.4% | -50.4% | +38.0% | +5.7% |
| 6M | +4.2% | -28.2% | +32.4% | +10.4% |
| YTD | +180.0% | +53.7% | +126.3% | +140.2% |
| 1Y | +226.4% | +36.3% | +190.1% | +186.1% |
| All | +635.9% | +800.2% | -164.3% | +314.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIS.
Daily Out/Under-Performance
Portfolio return minus NBIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIS 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 NBIS 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