+1,040.6%
NBIS vs MSCI
-6.7%
+1,047.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -4.9% |
| 7D | +8.3% | -4.7% | +13.0% | +8.9% |
| 30D | +18.1% | -2.2% | +20.2% | +18.2% |
| 3M | +7.8% | -9.7% | +17.4% | +8.1% |
| 6M | +136.6% | +0.3% | +136.3% | +125.8% |
| YTD | +172.5% | -3.5% | +176.0% | +163.8% |
| 1Y | +144.3% | -1.4% | +145.6% | +131.6% |
| All | +1,040.6% | -6.7% | +1,047.3% | +964.4% |
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