+673.5%
NBIS vs MCD
-9.0%
+682.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.6% | +18.1% | +13.2% |
| 7D | +9.3% | -1.9% | +11.2% | +7.5% |
| 30D | -26.4% | +16.6% | -43.0% | -15.6% |
| 3M | -19.9% | +0.9% | -20.9% | -17.6% |
| 6M | -16.9% | +1.5% | -18.3% | -12.0% |
| YTD | +84.8% | -8.3% | +93.1% | +85.5% |
| 1Y | +51.3% | -8.1% | +59.5% | +52.4% |
| All | +673.5% | -9.0% | +682.5% | +789.7% |
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