+1,119.4%
NBIS vs MSFU
+2.4%
+1,117.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.3% | +10.0% | +8.8% |
| 7D | +22.2% | -3.2% | +25.4% | +23.7% |
| 30D | +29.7% | -3.1% | +32.9% | +29.9% |
| 3M | +11.9% | +35.3% | -23.4% | -8.4% |
| 6M | +173.0% | +31.6% | +141.4% | +121.8% |
| YTD | +191.4% | -9.5% | +200.9% | +190.6% |
| 1Y | +280.7% | -18.4% | +299.1% | +297.9% |
| All | +1,119.4% | +2.4% | +1,117.0% | +949.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling