+28.0%
NBIS vs MAS
+40.8%
-12.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.6% | -12.3% | -6.3% |
| 7D | -22.4% | +14.2% | -36.5% | -22.0% |
| 30D | -39.1% | +26.8% | -66.0% | -39.1% |
| 3M | -37.3% | +13.1% | -50.4% | -37.0% |
| 6M | -19.8% | +27.9% | -47.7% | -19.3% |
| YTD | +69.1% | +38.7% | +30.4% | +60.5% |
| 1Y | +28.0% | +40.4% | -12.3% | +21.7% |
| All | +28.0% | +40.8% | -12.7% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 1y: compounded portfolio wealth divided by compounded MAS 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…
1y analysis · Full analysis span regression · 6 months rolling