+28.0%
NBIS vs MSFU
-2.2%
+30.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +13.5% | -20.1% | -11.0% |
| 7D | -22.4% | +8.2% | -30.6% | -24.6% |
| 30D | -39.1% | +10.2% | -49.3% | -41.0% |
| 3M | -37.3% | +22.9% | -60.2% | -42.4% |
| 6M | -19.8% | +63.2% | -83.0% | -33.9% |
| YTD | +69.1% | +11.7% | +57.3% | +45.3% |
| 1Y | +28.0% | -3.5% | +31.5% | +7.8% |
| All | +28.0% | -2.2% | +30.2% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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