+1,101.8%
NBIS vs MSI
-1.5%
+1,103.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.8% | -1.4% |
| 7D | +17.8% | -4.0% | +21.7% | +18.1% |
| 30D | +30.5% | -0.5% | +31.0% | +30.5% |
| 3M | +9.2% | +11.4% | -2.2% | +6.5% |
| 6M | +153.2% | +1.0% | +152.2% | +154.4% |
| YTD | +187.1% | +20.7% | +166.5% | +172.0% |
| 1Y | +151.1% | -2.7% | +153.8% | +157.3% |
| All | +1,101.8% | -1.5% | +1,103.3% | +1,066.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling