+1,022.8%
NBIS vs SPG
+27.6%
+995.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.6% | -1.6% |
| 7D | -0.8% | -1.2% | +0.3% | -0.5% |
| 30D | -13.4% | -6.1% | -7.2% | -11.9% |
| 3M | +1.0% | -3.6% | +4.7% | -0.8% |
| 6M | +100.5% | +10.4% | +90.1% | +78.7% |
| YTD | +168.3% | +14.4% | +153.9% | +130.9% |
| 1Y | +151.8% | +16.5% | +135.2% | +112.2% |
| All | +1,022.8% | +27.6% | +995.1% | +721.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling