+1,031.9%
NBIS vs MCD
-15.4%
+1,047.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.5% | +9.0% | +6.3% |
| 7D | +8.2% | -2.8% | +11.1% | +5.9% |
| 30D | +3.4% | -6.0% | +9.4% | -1.3% |
| 3M | -12.8% | -5.6% | -7.2% | -14.7% |
| 6M | +131.5% | -21.9% | +153.4% | +104.7% |
| YTD | +170.5% | -14.7% | +185.2% | +151.4% |
| 1Y | +248.8% | -17.3% | +266.0% | +221.4% |
| All | +1,031.9% | -15.4% | +1,047.3% | +1,105.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling