+1,022.8%
NBIS vs MUB
+1.7%
+1,021.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.9% |
| 7D | -0.8% | -0.8% | 0.0% | -0.2% |
| 30D | -13.4% | -2.4% | -11.0% | -11.9% |
| 3M | +1.0% | -2.8% | +3.9% | +3.1% |
| 6M | +100.5% | -2.2% | +102.7% | +104.1% |
| YTD | +168.3% | -1.6% | +169.9% | +173.1% |
| 1Y | +151.8% | 0.0% | +151.7% | +155.3% |
| All | +1,022.8% | +1.7% | +1,021.0% | +1,046.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling