+1,101.8%
NBIS vs MUU
+2,488.9%
-1,387.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.5% | -7.0% | -3.3% |
| 7D | +17.8% | +15.0% | +2.7% | +12.0% |
| 30D | +30.5% | +36.8% | -6.3% | +16.7% |
| 3M | +9.2% | -8.5% | +17.7% | +3.7% |
| 6M | +153.2% | +320.7% | -167.6% | +23.3% |
| YTD | +187.1% | +599.7% | -412.5% | +9.7% |
| 1Y | +151.1% | +2,569.2% | -2,418.1% | -49.3% |
| All | +1,101.8% | +2,488.9% | -1,387.2% | +109.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling