+30.7%
NBIS vs MSTR
-50.1%
+80.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -2.4% | -7.5% | -8.9% |
| 7D | -10.5% | -13.4% | +2.9% | -4.4% |
| 30D | -37.7% | -22.1% | -15.6% | -30.0% |
| 3M | -54.6% | +15.0% | -69.5% | -57.7% |
| 6M | -44.1% | -37.3% | -6.8% | -30.7% |
| YTD | +38.4% | -26.5% | +65.0% | +44.7% |
| 1Y | +30.7% | -46.5% | +77.2% | +60.5% |
| All | +30.7% | -50.1% | +80.9% | +60.5% |
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