+1,119.4%
NBIS vs MSTR
-36.4%
+1,155.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -4.4% | +12.1% | +9.5% |
| 7D | +22.2% | +9.3% | +12.9% | +16.8% |
| 30D | +29.7% | +36.5% | -6.8% | +10.4% |
| 3M | +11.9% | +7.3% | +4.5% | +4.4% |
| 6M | +173.0% | +2.2% | +170.8% | +154.9% |
| YTD | +191.4% | -10.2% | +201.5% | +182.6% |
| 1Y | +280.7% | -58.6% | +339.3% | +409.9% |
| All | +1,119.4% | -36.4% | +1,155.8% | +1,080.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling