+1,119.4%
NBIS vs MSCI
-6.1%
+1,125.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.8% | +11.5% | +8.2% |
| 7D | +22.2% | -2.1% | +24.3% | +22.4% |
| 30D | +29.7% | -1.7% | +31.5% | +29.9% |
| 3M | +11.9% | -8.2% | +20.1% | +11.7% |
| 6M | +173.0% | -2.4% | +175.4% | +164.8% |
| YTD | +191.4% | -2.8% | +194.2% | +181.8% |
| 1Y | +280.7% | -2.7% | +283.4% | +265.3% |
| All | +1,119.4% | -6.1% | +1,125.5% | +1,037.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling