+248.8%
NBIS vs MRK
+84.5%
+164.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.3% | +8.8% | +7.3% |
| 7D | +8.2% | +1.3% | +6.9% | +8.4% |
| 30D | +3.4% | +17.1% | -13.8% | +5.9% |
| 3M | -12.8% | +25.9% | -38.7% | -10.2% |
| 6M | +131.5% | +26.8% | +104.7% | +135.2% |
| YTD | +170.5% | +44.9% | +125.6% | +173.9% |
| 1Y | +248.8% | +84.8% | +163.9% | +245.8% |
| All | +248.8% | +84.5% | +164.3% | +245.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 1y: compounded portfolio wealth divided by compounded MRK 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…
1y analysis · Full analysis span regression · 6 months rolling