+1,040.6%
NBIS vs MDT
+5.4%
+1,035.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.8% | -5.2% |
| 7D | +8.3% | -1.6% | +9.9% | +7.8% |
| 30D | +18.1% | +1.0% | +17.0% | +18.5% |
| 3M | +7.8% | +15.2% | -7.4% | +10.7% |
| 6M | +136.6% | +3.7% | +132.9% | +149.0% |
| YTD | +172.5% | -3.0% | +175.5% | +187.6% |
| 1Y | +144.3% | +2.5% | +141.8% | +154.6% |
| All | +1,040.6% | +5.4% | +1,035.1% | +903.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling