+1,101.8%
NBIS vs MMM
+26.2%
+1,075.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.4% | -0.1% |
| 7D | +17.8% | -2.6% | +20.3% | +20.0% |
| 30D | +30.5% | -9.3% | +39.8% | +40.4% |
| 3M | +9.2% | +5.6% | +3.6% | +5.0% |
| 6M | +153.2% | +9.5% | +143.7% | +135.0% |
| YTD | +187.1% | +4.1% | +183.0% | +177.1% |
| 1Y | +151.1% | +9.4% | +141.7% | +128.3% |
| All | +1,101.8% | +26.2% | +1,075.5% | +866.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling