+1,022.8%
NBIS vs MKC
-32.6%
+1,055.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.2% |
| 7D | -0.8% | -1.5% | +0.6% | -2.0% |
| 30D | -13.4% | -3.1% | -10.3% | -15.0% |
| 3M | +1.0% | +5.2% | -4.2% | +8.1% |
| 6M | +100.5% | -12.8% | +113.3% | +95.1% |
| YTD | +168.3% | -23.3% | +191.6% | +145.2% |
| 1Y | +151.8% | -24.1% | +175.9% | +130.6% |
| All | +1,022.8% | -32.6% | +1,055.4% | +925.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 5y: compounded portfolio wealth divided by compounded MKC 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…
5y analysis · Full analysis span regression · 6 months rolling