+21.9%
NBIS vs MS
+17.1%
+4.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.6% |
| 7D | -11.6% | +0.8% | -12.4% | -12.4% |
| 30D | -39.4% | -0.7% | -38.7% | -38.2% |
| 3M | -27.2% | -12.4% | -14.9% | -10.3% |
| 6M | -24.3% | -1.7% | -22.6% | -17.5% |
| YTD | +60.1% | +8.0% | +52.0% | +51.4% |
| 1Y | +21.9% | +16.2% | +5.7% | +5.0% |
| All | +21.9% | +17.1% | +4.8% | +5.0% |
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