+30.7%
NBIS vs MSI
+37.5%
-6.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.2% | -10.1% | -9.9% |
| 7D | -10.5% | +3.2% | -13.8% | -9.5% |
| 30D | -37.7% | +17.6% | -55.3% | -33.6% |
| 3M | -54.6% | +14.5% | -69.1% | -51.8% |
| 6M | -44.1% | +34.3% | -78.3% | -40.4% |
| YTD | +38.4% | +39.7% | -1.3% | +55.6% |
| 1Y | +30.7% | +40.2% | -9.4% | +59.2% |
| All | +30.7% | +37.5% | -6.8% | +59.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling