+248.8%
NBIS vs SPGI
-12.7%
+261.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.6% | +9.1% | +6.7% |
| 7D | +8.2% | +0.1% | +8.1% | +8.3% |
| 30D | +3.4% | +8.4% | -5.0% | +7.7% |
| 3M | -12.8% | +11.8% | -24.7% | -7.3% |
| 6M | +131.5% | +5.7% | +125.8% | +147.2% |
| YTD | +170.5% | -9.7% | +180.1% | +190.3% |
| 1Y | +248.8% | -12.5% | +261.2% | +311.3% |
| All | +248.8% | -12.7% | +261.5% | +311.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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