+1,101.8%
NBIS vs SPGI
-13.8%
+1,115.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.6% | +1.1% | -1.5% |
| 7D | +17.8% | -3.1% | +20.9% | +17.7% |
| 30D | +30.5% | +2.0% | +28.5% | +30.2% |
| 3M | +9.2% | +4.3% | +4.9% | +7.3% |
| 6M | +153.2% | -0.2% | +153.4% | +152.7% |
| YTD | +187.1% | -14.8% | +201.9% | +211.6% |
| 1Y | +151.1% | -18.5% | +169.6% | +184.8% |
| All | +1,101.8% | -13.8% | +1,115.5% | +1,139.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling