+1,101.8%
NBIS vs MTB
+27.8%
+1,073.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.3% |
| 7D | +17.8% | +1.1% | +16.7% | +16.9% |
| 30D | +30.5% | -4.6% | +35.2% | +34.9% |
| 3M | +9.2% | +6.3% | +2.9% | +3.2% |
| 6M | +153.2% | +15.6% | +137.6% | +122.1% |
| YTD | +187.1% | +20.6% | +166.6% | +141.1% |
| 1Y | +151.1% | +22.5% | +128.6% | +107.1% |
| All | +1,101.8% | +27.8% | +1,073.9% | +756.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling