+248.8%
NBIS vs MSFU
-18.4%
+267.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -4.2% | +11.7% | +8.8% |
| 7D | +8.2% | -5.7% | +13.9% | +10.2% |
| 30D | +3.4% | +4.2% | -0.8% | +0.4% |
| 3M | -12.8% | +27.9% | -40.7% | -21.4% |
| 6M | +131.5% | +37.1% | +94.4% | +97.6% |
| YTD | +170.5% | -7.4% | +177.8% | +150.4% |
| 1Y | +248.8% | -19.6% | +268.4% | +229.4% |
| All | +248.8% | -18.4% | +267.2% | +229.4% |
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