+479.4%
NBIS vs MSI
+14.0%
+465.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +0.2% | -10.1% | -9.9% |
| 7D | -10.5% | +3.2% | -13.8% | -10.4% |
| 30D | -37.7% | +17.6% | -55.3% | -37.7% |
| 3M | -54.6% | +14.5% | -69.1% | -54.5% |
| 6M | -44.1% | +34.3% | -78.3% | -46.2% |
| YTD | +38.4% | +39.7% | -1.3% | +31.3% |
| 1Y | +30.7% | +40.2% | -9.4% | +24.0% |
| All | +479.4% | +14.0% | +465.4% | +463.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling