+144.3%
NBIS vs MSCI
-2.9%
+147.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -5.5% |
| 7D | +8.3% | -4.7% | +13.0% | +6.7% |
| 30D | +18.1% | -2.2% | +20.2% | +17.4% |
| 3M | +7.8% | -9.7% | +17.4% | +5.8% |
| 6M | +136.6% | +0.3% | +136.3% | +130.3% |
| YTD | +172.5% | -3.5% | +176.0% | +166.6% |
| 1Y | +144.3% | -1.4% | +145.6% | +142.1% |
| All | +144.3% | -2.9% | +147.1% | +142.1% |
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