+1,040.6%
NBIS vs MCD
-16.2%
+1,056.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.9% | -5.2% |
| 7D | +8.3% | -2.5% | +10.8% | +6.2% |
| 30D | +18.1% | -7.0% | +25.1% | +11.6% |
| 3M | +7.8% | -9.8% | +17.6% | +2.1% |
| 6M | +136.6% | -21.8% | +158.3% | +108.9% |
| YTD | +172.5% | -15.6% | +188.1% | +151.2% |
| 1Y | +144.3% | -15.2% | +159.4% | +126.6% |
| All | +1,040.6% | -16.2% | +1,056.8% | +1,104.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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