+1,022.8%
NBIS vs MCK
+73.6%
+949.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.6% | -1.5% |
| 7D | -0.8% | -2.9% | +2.1% | -2.4% |
| 30D | -13.4% | +0.4% | -13.8% | -13.3% |
| 3M | +1.0% | +12.1% | -11.1% | +9.1% |
| 6M | +100.5% | -5.4% | +105.9% | +106.3% |
| YTD | +168.3% | +7.8% | +160.5% | +191.7% |
| 1Y | +151.8% | +22.9% | +128.8% | +187.4% |
| All | +1,022.8% | +73.6% | +949.1% | +1,147.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling