+248.8%
NBIS vs MSTR
-56.7%
+305.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.4% | +8.9% | +8.1% |
| 7D | +8.2% | +12.2% | -3.9% | +2.4% |
| 30D | +3.4% | +45.2% | -41.8% | -14.5% |
| 3M | -12.8% | +10.4% | -23.2% | -18.0% |
| 6M | +131.5% | -2.5% | +134.0% | +124.7% |
| YTD | +170.5% | -6.0% | +176.5% | +157.5% |
| 1Y | +248.8% | -56.4% | +305.2% | +418.3% |
| All | +248.8% | -56.7% | +305.5% | +418.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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