+248.8%
NBIS vs SPG
+21.3%
+227.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.5% | +6.5% |
| 7D | +8.2% | -2.4% | +10.6% | +5.6% |
| 30D | +3.4% | -6.8% | +10.2% | -4.0% |
| 3M | -12.8% | +2.7% | -15.5% | -14.2% |
| 6M | +131.5% | +5.5% | +126.1% | +122.1% |
| YTD | +170.5% | +15.7% | +154.8% | +181.1% |
| 1Y | +248.8% | +20.9% | +227.9% | +308.9% |
| All | +248.8% | +21.3% | +227.4% | +308.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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