+31.1%
NBIS vs MSTR
-48.8%
+79.9%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.6% | -1.7% | -3.8% |
| 7D | -11.6% | -10.7% | -0.9% | -7.1% |
| 30D | -39.4% | -21.6% | -17.8% | -32.5% |
| 3M | -27.2% | +24.4% | -51.6% | -35.2% |
| 6M | -24.3% | -35.5% | +11.1% | -7.3% |
| YTD | +60.1% | -20.3% | +80.4% | +60.8% |
| All | +31.1% | -48.8% | +79.9% | +65.6% |
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