+1,040.6%
NBIS vs MTB
+28.4%
+1,012.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.4% | -5.5% | -5.4% |
| 7D | +8.3% | -0.4% | +8.7% | +8.6% |
| 30D | +18.1% | -4.6% | +22.7% | +22.0% |
| 3M | +7.8% | +7.4% | +0.3% | +1.0% |
| 6M | +136.6% | +18.7% | +117.9% | +103.2% |
| YTD | +172.5% | +21.1% | +151.4% | +128.2% |
| 1Y | +144.3% | +24.1% | +120.2% | +99.2% |
| All | +1,040.6% | +28.4% | +1,012.2% | +710.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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