+248.8%
NBIS vs MDB
+18.3%
+230.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -4.1% | +11.6% | +8.4% |
| 7D | +8.2% | -17.4% | +25.7% | +12.5% |
| 30D | +3.4% | -2.0% | +5.4% | +2.6% |
| 3M | -12.8% | -3.0% | -9.8% | -13.2% |
| 6M | +131.5% | +48.7% | +82.9% | +101.4% |
| YTD | +170.5% | -12.1% | +182.6% | +177.1% |
| 1Y | +248.8% | +14.5% | +234.3% | +216.1% |
| All | +248.8% | +18.3% | +230.4% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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