+1,101.8%
NBIS vs MSFU
+1.5%
+1,100.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.6% | -1.0% |
| 7D | +17.8% | -2.3% | +20.1% | +18.7% |
| 30D | +30.5% | -6.3% | +36.8% | +33.0% |
| 3M | +9.2% | +40.0% | -30.8% | -12.4% |
| 6M | +153.2% | +30.1% | +123.1% | +106.9% |
| YTD | +187.1% | -10.3% | +197.5% | +187.6% |
| 1Y | +151.1% | -19.0% | +170.1% | +163.4% |
| All | +1,101.8% | +1.5% | +1,100.2% | +938.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling