+248.8%
NBIS vs SPMO
+29.9%
+218.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.6% | +5.9% | +3.6% |
| 7D | +8.2% | +2.0% | +6.2% | +3.3% |
| 30D | +3.4% | -0.4% | +3.7% | +6.3% |
| 3M | -12.8% | -1.9% | -10.9% | -3.7% |
| 6M | +131.5% | +25.0% | +106.5% | +36.3% |
| YTD | +170.5% | +26.0% | +144.4% | +57.2% |
| 1Y | +248.8% | +28.7% | +220.1% | +82.8% |
| All | +248.8% | +29.9% | +218.9% | +82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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