+1,101.8%
NBIS vs MDY
+18.9%
+1,082.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.4% | +0.8% |
| 7D | +17.8% | -0.8% | +18.5% | +19.6% |
| 30D | +30.5% | -3.9% | +34.4% | +42.6% |
| 3M | +9.2% | 0.0% | +9.2% | +11.7% |
| 6M | +153.2% | +8.5% | +144.6% | +119.4% |
| YTD | +187.1% | +13.2% | +173.9% | +133.0% |
| 1Y | +151.1% | +15.0% | +136.1% | +97.9% |
| All | +1,101.8% | +18.9% | +1,082.9% | +887.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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