+36.3%
NBIS vs MP
-39.6%
+75.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +2.0% | -18.8% | -18.5% |
| 7D | +6.9% | +11.0% | -4.1% | -2.1% |
| 30D | -37.8% | -11.7% | -26.1% | -30.1% |
| 3M | -50.4% | -30.8% | -19.6% | -32.7% |
| 6M | -28.2% | -42.9% | +14.7% | +9.6% |
| YTD | +53.7% | -25.9% | +79.6% | +83.8% |
| 1Y | +36.3% | -37.3% | +73.6% | +83.5% |
| All | +36.3% | -39.6% | +75.9% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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