+543.2%
NBIS vs MSI
+13.8%
+529.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.9% | -15.9% | -16.8% |
| 7D | +6.9% | +2.6% | +4.3% | +6.9% |
| 30D | -37.8% | +18.1% | -55.9% | -37.8% |
| 3M | -50.4% | +13.2% | -63.6% | -50.2% |
| 6M | -28.2% | +36.3% | -64.5% | -31.2% |
| YTD | +53.7% | +39.5% | +14.2% | +45.8% |
| 1Y | +36.3% | +36.9% | -0.6% | +30.5% |
| All | +543.2% | +13.8% | +529.4% | +525.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling