+673.5%
NBIS vs MSCI
+12.7%
+660.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.7% | +14.7% | +15.4% |
| 7D | +9.3% | -1.9% | +11.2% | +9.4% |
| 30D | -26.4% | +16.5% | -42.8% | -27.2% |
| 3M | -19.9% | +18.2% | -38.1% | -21.1% |
| 6M | -16.9% | +14.0% | -30.8% | -19.1% |
| YTD | +84.8% | +16.6% | +68.2% | +76.1% |
| 1Y | +51.3% | +14.8% | +36.5% | +45.5% |
| All | +673.5% | +12.7% | +660.8% | +610.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling