+547.5%
NBIS vs MS
+59.7%
+487.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -0.5% | +8.1% | +8.3% |
| 7D | -16.0% | -1.6% | -14.4% | -14.2% |
| 30D | -45.4% | -3.8% | -41.6% | -42.2% |
| 3M | -31.8% | -14.6% | -17.2% | -15.5% |
| 6M | -33.6% | -5.1% | -28.6% | -26.0% |
| YTD | +54.7% | +4.5% | +50.2% | +53.9% |
| 1Y | +18.3% | +13.5% | +4.8% | +7.0% |
| All | +547.5% | +59.7% | +487.7% | +315.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling