+479.4%
NBIS vs MS
+67.8%
+411.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.8% | -10.7% | -11.0% |
| 7D | -10.5% | +5.1% | -15.6% | -15.7% |
| 30D | -37.7% | +5.7% | -43.4% | -41.5% |
| 3M | -54.6% | -12.2% | -42.4% | -45.7% |
| 6M | -44.1% | -0.5% | -43.6% | -41.2% |
| YTD | +38.4% | +9.8% | +28.6% | +29.7% |
| 1Y | +30.7% | +17.7% | +13.0% | +13.5% |
| All | +479.4% | +67.8% | +411.6% | +249.8% |
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 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