+479.4%
NBIS vs SPG
+45.2%
+434.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.3% | -9.6% | -9.9% |
| 7D | -10.5% | +2.0% | -12.5% | -10.9% |
| 30D | -37.7% | +17.2% | -54.9% | -40.2% |
| 3M | -54.6% | +6.3% | -60.9% | -55.2% |
| 6M | -44.1% | +18.7% | -62.8% | -49.5% |
| YTD | +38.4% | +30.1% | +8.4% | +15.5% |
| 1Y | +30.7% | +32.8% | -2.0% | +7.0% |
| All | +479.4% | +45.2% | +434.2% | +310.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling