+1.6%
NBIG vs SPY
+13.7%
-12.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -0.4% | +15.3% | +17.8% |
| 7D | +15.7% | +0.1% | +15.6% | +14.8% |
| 30D | -8.1% | +0.1% | -8.1% | -7.5% |
| 3M | -54.1% | +2.0% | -56.1% | -54.5% |
| 6M | +141.3% | +13.0% | +128.2% | +25.6% |
| YTD | +169.7% | +13.5% | +156.2% | +46.2% |
| All | +1.6% | +13.7% | -12.2% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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