+1,022.8%
NBIS vs SGOV
+7.9%
+1,014.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.1% |
| 7D | -0.8% | 0.0% | -0.9% | +0.3% |
| 30D | -13.4% | +0.3% | -13.7% | -6.7% |
| 3M | +1.0% | +0.9% | +0.1% | +23.8% |
| 6M | +100.5% | +1.8% | +98.7% | +174.6% |
| YTD | +168.3% | +2.5% | +165.7% | +283.7% |
| 1Y | +151.8% | +3.8% | +148.0% | +363.5% |
| All | +1,022.8% | +7.9% | +1,014.9% | +721.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling