+1,040.6%
NBIS vs MA
+10.5%
+1,030.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.4% | -4.7% | -5.1% |
| 7D | +8.3% | -3.5% | +11.8% | +8.4% |
| 30D | +18.1% | +0.7% | +17.4% | +17.9% |
| 3M | +7.8% | +15.8% | -8.0% | +4.4% |
| 6M | +136.6% | +10.2% | +126.3% | +132.3% |
| YTD | +172.5% | -0.5% | +173.0% | +179.2% |
| 1Y | +144.3% | -1.8% | +146.1% | +152.6% |
| All | +1,040.6% | +10.5% | +1,030.0% | +1,027.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling