+144.3%
NBIS vs MDB
+11.9%
+132.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.3% | -9.4% | -5.9% |
| 7D | +8.3% | -2.8% | +11.1% | +8.7% |
| 30D | +18.1% | -14.9% | +32.9% | +21.0% |
| 3M | +7.8% | +7.3% | +0.4% | +4.3% |
| 6M | +136.6% | +38.2% | +98.4% | +114.8% |
| YTD | +172.5% | -10.9% | +183.4% | +173.8% |
| 1Y | +144.3% | +11.6% | +132.6% | +143.8% |
| All | +144.3% | +11.9% | +132.3% | +143.8% |
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