+479.4%
NBIS vs MP
+110.0%
+369.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +3.5% | -13.4% | -11.4% |
| 7D | -10.5% | +9.5% | -20.0% | -14.0% |
| 30D | -37.7% | -3.0% | -34.7% | -36.5% |
| 3M | -54.6% | -30.4% | -24.2% | -47.0% |
| 6M | -44.1% | -39.2% | -4.9% | -31.5% |
| YTD | +38.4% | -23.3% | +61.7% | +58.8% |
| 1Y | +30.7% | -32.6% | +63.4% | +55.3% |
| All | +479.4% | +110.0% | +369.4% | +327.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling