+1,040.6%
NBIS vs MUB
+1.3%
+1,039.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.5% |
| 7D | +8.3% | -1.2% | +9.5% | +9.4% |
| 30D | +18.1% | -2.8% | +20.8% | +20.4% |
| 3M | +7.8% | -3.1% | +10.8% | +10.2% |
| 6M | +136.6% | -2.9% | +139.4% | +141.7% |
| YTD | +172.5% | -2.0% | +174.5% | +178.3% |
| 1Y | +144.3% | 0.0% | +144.3% | +148.2% |
| All | +1,040.6% | +1.3% | +1,039.3% | +1,068.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling