+28.0%
NBIS vs SGOV
+3.1%
+24.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.8% |
| 7D | -22.4% | -0.2% | -22.1% | -19.7% |
| 30D | -39.1% | 0.0% | -39.1% | -36.6% |
| 3M | -37.3% | +0.3% | -37.6% | -21.7% |
| 6M | -19.8% | +1.2% | -21.0% | +13.5% |
| YTD | +69.1% | +2.5% | +66.6% | +29.6% |
| 1Y | +28.0% | +3.1% | +24.9% | +37.0% |
| All | +28.0% | +3.1% | +24.9% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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