+1,022.8%
NBIS vs SPGI
-15.4%
+1,038.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.6% | -1.6% |
| 7D | -0.8% | -7.4% | +6.6% | -0.9% |
| 30D | -13.4% | +0.4% | -13.7% | -13.6% |
| 3M | +1.0% | +5.3% | -4.2% | -1.6% |
| 6M | +100.5% | +1.7% | +98.8% | +96.5% |
| YTD | +168.3% | -16.4% | +184.6% | +191.1% |
| 1Y | +151.8% | -20.5% | +172.3% | +187.5% |
| All | +1,022.8% | -15.4% | +1,038.1% | +1,058.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling