+1,022.8%
NBIS vs MTB
+28.8%
+994.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.8% |
| 7D | -0.8% | 0.0% | -0.8% | -0.9% |
| 30D | -13.4% | -4.8% | -8.6% | -10.5% |
| 3M | +1.0% | +6.0% | -4.9% | -4.3% |
| 6M | +100.5% | +19.6% | +80.9% | +71.3% |
| YTD | +168.3% | +21.5% | +146.8% | +124.1% |
| 1Y | +151.8% | +24.7% | +127.1% | +104.5% |
| All | +1,022.8% | +28.8% | +994.0% | +695.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling