+479.4%
NBIS vs SPGI
-2.4%
+481.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.1% | -11.0% | -9.8% |
| 7D | -10.5% | +1.2% | -11.7% | -10.4% |
| 30D | -37.7% | +15.9% | -53.6% | -37.3% |
| 3M | -54.6% | +12.3% | -66.9% | -54.3% |
| 6M | -44.1% | +23.7% | -67.8% | -45.6% |
| YTD | +38.4% | -3.5% | +42.0% | +51.3% |
| 1Y | +30.7% | +0.4% | +30.3% | +38.5% |
| All | +479.4% | -2.4% | +481.8% | +502.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling