+18.3%
NBIS vs MAS
+32.0%
-13.7%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.9% | +9.5% | +7.5% |
| 7D | -16.0% | +2.0% | -18.0% | -15.7% |
| 30D | -45.4% | +19.4% | -64.8% | -45.3% |
| 3M | -31.8% | +9.4% | -41.2% | -31.6% |
| 6M | -33.6% | +15.3% | -49.0% | -32.7% |
| YTD | +54.7% | +31.3% | +23.4% | +49.2% |
| 1Y | +18.3% | +34.9% | -16.5% | +14.7% |
| All | +18.3% | +32.0% | -13.7% | +14.7% |
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