+248.8%
NBIS vs MS
+49.4%
+199.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.3% | +7.2% | +7.1% |
| 7D | +8.2% | +1.4% | +6.9% | +6.1% |
| 30D | +3.4% | -0.3% | +3.6% | +4.7% |
| 3M | -12.8% | +0.3% | -13.1% | -11.4% |
| 6M | +131.5% | +31.3% | +100.2% | +61.8% |
| YTD | +170.5% | +24.7% | +145.8% | +103.4% |
| 1Y | +248.8% | +47.9% | +200.9% | +91.7% |
| All | +248.8% | +49.4% | +199.4% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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