+1,101.8%
NBIS vs MA
+10.9%
+1,090.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.4% |
| 7D | +17.8% | -3.5% | +21.3% | +17.9% |
| 30D | +30.5% | +0.8% | +29.8% | +30.4% |
| 3M | +9.2% | +14.8% | -5.6% | +6.2% |
| 6M | +153.2% | +10.0% | +143.2% | +149.0% |
| YTD | +187.1% | -0.1% | +187.2% | +194.1% |
| 1Y | +151.1% | -2.2% | +153.3% | +161.4% |
| All | +1,101.8% | +10.9% | +1,090.8% | +1,088.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling