+28.0%
NBIS vs MA
+24.3%
+3.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.9% | -10.6% | -3.6% |
| 7D | -22.4% | +10.2% | -32.6% | -16.0% |
| 30D | -39.1% | +19.3% | -58.5% | -30.5% |
| 3M | -37.3% | +18.0% | -55.3% | -28.5% |
| 6M | -19.8% | +33.7% | -53.5% | -1.1% |
| YTD | +69.1% | +18.6% | +50.5% | +99.3% |
| 1Y | +28.0% | +22.5% | +5.5% | +52.2% |
| All | +28.0% | +24.3% | +3.8% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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