+1,119.4%
NBIS vs MS
+89.2%
+1,030.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.7% | +8.4% | +8.6% |
| 7D | +22.2% | +2.5% | +19.8% | +18.4% |
| 30D | +29.7% | 0.0% | +29.8% | +30.3% |
| 3M | +11.9% | +2.4% | +9.4% | +10.6% |
| 6M | +173.0% | +36.4% | +136.6% | +91.6% |
| YTD | +191.4% | +23.8% | +167.5% | +131.2% |
| 1Y | +280.7% | +48.6% | +232.1% | +145.6% |
| All | +1,119.4% | +89.2% | +1,030.2% | +523.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling