+1,101.8%
NBIS vs MSTU
-94.8%
+1,196.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.4% | +4.0% | -0.3% |
| 7D | +17.8% | +12.9% | +4.9% | +13.1% |
| 30D | +30.5% | +68.3% | -37.8% | +11.1% |
| 3M | +9.2% | +0.4% | +8.8% | +1.1% |
| 6M | +153.2% | -41.5% | +194.7% | +152.0% |
| YTD | +187.1% | -61.7% | +248.9% | +196.3% |
| 1Y | +151.1% | -93.7% | +244.8% | +271.1% |
| All | +1,101.8% | -94.8% | +1,196.5% | +1,273.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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