+1,040.6%
NBIS vs MSTU
-95.1%
+1,135.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -6.8% | +1.7% | -3.7% |
| 7D | +8.3% | -22.0% | +30.3% | +13.8% |
| 30D | +18.1% | +60.3% | -42.3% | +1.5% |
| 3M | +7.8% | -3.7% | +11.5% | +0.6% |
| 6M | +136.6% | -45.2% | +181.7% | +138.8% |
| YTD | +172.5% | -64.3% | +236.8% | +185.4% |
| 1Y | +144.3% | -94.0% | +238.3% | +265.5% |
| All | +1,040.6% | -95.1% | +1,135.7% | +1,223.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling