+153.2%
NBIS vs MUU
+379.5%
-226.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.5% | -7.0% | -3.2% |
| 7D | +17.8% | +15.0% | +2.7% | +12.4% |
| 30D | +30.5% | +36.8% | -6.3% | +17.8% |
| 3M | +9.2% | -8.5% | +17.7% | +4.4% |
| 6M | +153.2% | +320.7% | -167.6% | +47.3% |
| All | +153.2% | +379.5% | -226.4% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 6mo: compounded portfolio wealth divided by compounded MUU 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…
6mo analysis · Full analysis span regression · 6 months rolling