+28.0%
NBIS vs MSCI
+17.3%
+10.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.4% | -12.1% | -4.1% |
| 7D | -22.4% | +11.5% | -33.9% | -18.2% |
| 30D | -39.1% | +22.1% | -61.2% | -33.6% |
| 3M | -37.3% | +18.4% | -55.7% | -32.1% |
| 6M | -19.8% | +16.6% | -36.4% | -13.3% |
| YTD | +69.1% | +18.8% | +50.2% | +80.0% |
| 1Y | +28.0% | +19.0% | +9.1% | +35.5% |
| All | +28.0% | +17.3% | +10.8% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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