+28.6%
NBIS vs MOS
-8.6%
+37.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +1.8% | +7.4% | +9.3% |
| 7D | 0.0% | +19.7% | -19.6% | +1.3% |
| 30D | -36.0% | +21.5% | -57.5% | -35.4% |
| 3M | -24.7% | -0.4% | -24.3% | -23.5% |
| 6M | -20.1% | +4.5% | -24.6% | -19.3% |
| YTD | +69.0% | -2.9% | +71.9% | +64.7% |
| All | +28.6% | -8.6% | +37.3% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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