+30.7%
NBIS vs MAS
+38.5%
-7.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.2% | -10.2% | -9.9% |
| 7D | -10.5% | +3.0% | -13.5% | -10.5% |
| 30D | -37.7% | +22.4% | -60.1% | -37.5% |
| 3M | -54.6% | +14.5% | -69.0% | -54.4% |
| 6M | -44.1% | +27.1% | -71.2% | -43.5% |
| YTD | +38.4% | +35.8% | +2.7% | +34.2% |
| 1Y | +30.7% | +39.4% | -8.7% | +26.1% |
| All | +30.7% | +38.5% | -7.8% | +26.1% |
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