+1,040.6%
NBIS vs MSI
-0.7%
+1,041.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.9% | -6.0% | -5.2% |
| 7D | +8.3% | -1.8% | +10.1% | +8.4% |
| 30D | +18.1% | -0.6% | +18.7% | +18.0% |
| 3M | +7.8% | +13.0% | -5.3% | +4.8% |
| 6M | +136.6% | +0.5% | +136.0% | +138.5% |
| YTD | +172.5% | +21.7% | +150.8% | +157.9% |
| 1Y | +144.3% | -2.6% | +146.9% | +151.3% |
| All | +1,040.6% | -0.7% | +1,041.2% | +1,006.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling