+248.8%
NBIS vs MMM
+12.8%
+236.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.3% | +7.4% |
| 7D | +8.2% | -3.3% | +11.5% | +9.6% |
| 30D | +3.4% | -7.0% | +10.4% | +6.3% |
| 3M | -12.8% | +10.8% | -23.6% | -15.0% |
| 6M | +131.5% | +5.8% | +125.8% | +127.3% |
| YTD | +170.5% | +6.8% | +163.7% | +170.3% |
| 1Y | +248.8% | +10.4% | +238.4% | +270.1% |
| All | +248.8% | +12.8% | +236.0% | +270.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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