+1,101.8%
NBIS vs MUB
+2.0%
+1,099.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | +17.8% | -0.7% | +18.5% | +18.3% |
| 30D | +30.5% | -2.0% | +32.5% | +32.2% |
| 3M | +9.2% | -2.5% | +11.7% | +11.1% |
| 6M | +153.2% | -2.3% | +155.5% | +157.2% |
| YTD | +187.1% | -1.3% | +188.4% | +191.5% |
| 1Y | +151.1% | +1.1% | +150.0% | +153.1% |
| All | +1,101.8% | +2.0% | +1,099.7% | +1,123.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling