+248.8%
NBIS vs MTZ
+30.9%
+217.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.1% | +5.4% | +5.5% |
| 7D | +8.2% | -1.6% | +9.8% | +9.9% |
| 30D | +3.4% | -11.1% | +14.5% | +16.7% |
| 3M | -12.8% | -36.7% | +23.9% | +33.9% |
| 6M | +131.5% | -21.9% | +153.5% | +199.7% |
| YTD | +170.5% | +9.1% | +161.3% | +169.3% |
| 1Y | +248.8% | +30.0% | +218.8% | +278.5% |
| All | +248.8% | +30.9% | +217.9% | +278.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 1y: compounded portfolio wealth divided by compounded MTZ 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…
1y analysis · Full analysis span regression · 6 months rolling