+144.3%
NBIS vs MSFU
-20.3%
+164.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.3% | -5.4% | -5.2% |
| 7D | +8.3% | -6.9% | +15.2% | +10.7% |
| 30D | +18.1% | -5.1% | +23.2% | +19.1% |
| 3M | +7.8% | +44.6% | -36.9% | -8.5% |
| 6M | +136.6% | +32.8% | +103.7% | +103.1% |
| YTD | +172.5% | -10.1% | +182.6% | +153.8% |
| 1Y | +144.3% | -19.4% | +163.6% | +126.1% |
| All | +144.3% | -20.3% | +164.6% | +126.1% |
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