+1,022.8%
NBIS vs MDLZ
-7.6%
+1,030.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.6% |
| 7D | -0.8% | +1.9% | -2.7% | +1.0% |
| 30D | -13.4% | +0.4% | -13.8% | -12.7% |
| 3M | +1.0% | -0.6% | +1.7% | +5.4% |
| 6M | +100.5% | +14.7% | +85.8% | +129.6% |
| YTD | +168.3% | +18.0% | +150.3% | +216.3% |
| 1Y | +151.8% | +4.1% | +147.6% | +171.5% |
| All | +1,022.8% | -7.6% | +1,030.4% | +1,122.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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