+570.0%
NBIS vs MA
+29.0%
+541.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.7% | -5.2% |
| 7D | -11.6% | +1.8% | -13.4% | -11.4% |
| 30D | -39.4% | +11.8% | -51.2% | -39.1% |
| 3M | -27.2% | +17.2% | -44.4% | -27.1% |
| 6M | -24.3% | +33.4% | -57.7% | -26.3% |
| YTD | +60.1% | +16.1% | +43.9% | +64.5% |
| 1Y | +21.9% | +19.9% | +2.0% | +23.0% |
| All | +570.0% | +29.0% | +541.0% | +564.7% |
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