+28.0%
NBIS vs MOH
+53.5%
-25.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +8.9% | -15.6% | -6.7% |
| 7D | -22.4% | +14.3% | -36.7% | -22.5% |
| 30D | -39.1% | +16.7% | -55.8% | -39.3% |
| 3M | -37.3% | +18.3% | -55.6% | -37.3% |
| 6M | -19.8% | +15.8% | -35.6% | -20.6% |
| YTD | +69.1% | +30.5% | +38.6% | +53.2% |
| 1Y | +28.0% | +49.3% | -21.2% | +8.5% |
| All | +28.0% | +53.5% | -25.5% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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