+151.1%
NBIS vs MS
+48.4%
+102.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.9% |
| 7D | +17.8% | +1.7% | +16.1% | +15.0% |
| 30D | +30.5% | 0.0% | +30.5% | +31.1% |
| 3M | +9.2% | +3.0% | +6.2% | +7.2% |
| 6M | +153.2% | +35.7% | +117.5% | +79.0% |
| YTD | +187.1% | +23.3% | +163.8% | +129.3% |
| 1Y | +151.1% | +44.7% | +106.4% | +87.8% |
| All | +151.1% | +48.4% | +102.7% | +87.8% |
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