+1,022.8%
NBIS vs MDT
+4.6%
+1,018.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.7% |
| 7D | -0.8% | -3.4% | +2.6% | -1.7% |
| 30D | -13.4% | +0.2% | -13.6% | -13.2% |
| 3M | +1.0% | +14.3% | -13.2% | +3.6% |
| 6M | +100.5% | +4.0% | +96.5% | +110.5% |
| YTD | +168.3% | -3.7% | +171.9% | +182.6% |
| 1Y | +151.8% | -0.4% | +152.1% | +163.4% |
| All | +1,022.8% | +4.6% | +1,018.1% | +886.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 10y: compounded portfolio wealth divided by compounded MDT 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…
10y analysis · Full analysis span regression · 6 months rolling