+1,101.8%
NBIS vs MDB
+31.1%
+1,070.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | +17.8% | -4.5% | +22.3% | +19.3% |
| 30D | +30.5% | -14.0% | +44.5% | +35.6% |
| 3M | +9.2% | +5.3% | +3.9% | +3.6% |
| 6M | +153.2% | +31.9% | +121.3% | +116.5% |
| YTD | +187.1% | -14.6% | +201.7% | +189.3% |
| 1Y | +151.1% | +8.2% | +142.9% | +124.8% |
| All | +1,101.8% | +31.1% | +1,070.7% | +719.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling