+1,101.8%
NBIS vs SPG
+27.5%
+1,074.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.7% |
| 7D | +17.8% | -1.7% | +19.4% | +18.3% |
| 30D | +30.5% | -6.3% | +36.8% | +32.9% |
| 3M | +9.2% | -2.4% | +11.6% | +6.3% |
| 6M | +153.2% | +9.6% | +143.5% | +126.2% |
| YTD | +187.1% | +14.2% | +172.9% | +147.3% |
| 1Y | +151.1% | +19.3% | +131.8% | +106.4% |
| All | +1,101.8% | +27.5% | +1,074.3% | +779.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling