+151.8%
NBIS vs MTZ
+26.3%
+125.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.5% | -5.1% | -5.1% |
| 7D | -0.8% | +1.4% | -2.2% | -2.1% |
| 30D | -13.4% | -14.5% | +1.1% | +1.5% |
| 3M | +1.0% | -32.9% | +34.0% | +51.1% |
| 6M | +100.5% | -20.8% | +121.3% | +152.1% |
| YTD | +168.3% | +10.6% | +157.7% | +137.6% |
| 1Y | +151.8% | +27.1% | +124.7% | +106.0% |
| All | +151.8% | +26.3% | +125.5% | +106.0% |
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