+1,119.4%
NBIS vs MA
+11.6%
+1,107.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.4% | +9.2% | +7.8% |
| 7D | +22.2% | -1.8% | +24.0% | +22.3% |
| 30D | +29.7% | +1.4% | +28.3% | +29.5% |
| 3M | +11.9% | +17.7% | -5.9% | +8.1% |
| 6M | +173.0% | +9.7% | +163.3% | +169.2% |
| YTD | +191.4% | +0.5% | +190.9% | +198.4% |
| 1Y | +280.7% | -2.1% | +282.8% | +297.1% |
| All | +1,119.4% | +11.6% | +1,107.8% | +1,105.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling