+1,031.9%
NBIS vs SBAC
-19.8%
+1,051.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.6% | +6.9% |
| 7D | +8.2% | -0.8% | +9.0% | +7.8% |
| 30D | +3.4% | +6.9% | -3.5% | +7.1% |
| 3M | -12.8% | -8.2% | -4.6% | -13.4% |
| 6M | +131.5% | -1.6% | +133.2% | +127.5% |
| YTD | +170.5% | -0.1% | +170.6% | +168.5% |
| 1Y | +248.8% | -0.5% | +249.2% | +247.8% |
| All | +1,031.9% | -19.8% | +1,051.8% | +1,049.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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