+1,022.8%
NBIS vs MO
+56.7%
+966.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.8% | -1.3% |
| 7D | -0.8% | +0.1% | -1.0% | -0.5% |
| 30D | -13.4% | +7.1% | -20.5% | -6.1% |
| 3M | +1.0% | -2.0% | +3.0% | +2.5% |
| 6M | +100.5% | +7.3% | +93.2% | +119.8% |
| YTD | +168.3% | +23.5% | +144.8% | +230.9% |
| 1Y | +151.8% | +11.0% | +140.8% | +185.1% |
| All | +1,022.8% | +56.7% | +966.0% | +1,910.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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