+2.9%
NBIS vs MCK
+27.9%
-25.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | +0.2% | -15.2% | -14.8% |
| 7D | -30.0% | +9.3% | -39.3% | -24.5% |
| 30D | -51.8% | +16.3% | -68.1% | -45.2% |
| 3M | -45.0% | +22.3% | -67.4% | -35.1% |
| 6M | -31.6% | +34.1% | -65.7% | -11.9% |
| YTD | +43.8% | +31.1% | +12.7% | +88.9% |
| 1Y | +2.9% | +27.5% | -24.6% | +34.4% |
| All | +2.9% | +27.9% | -25.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 1y: compounded portfolio wealth divided by compounded MCK 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…
1y analysis · Full analysis span regression · 6 months rolling