+28.0%
NBIS vs SPMO
+11.0%
+17.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.8% | -4.5% |
| 7D | -22.4% | -8.9% | -13.5% | -1.1% |
| 30D | -39.1% | -13.8% | -25.4% | -9.9% |
| 3M | -37.3% | -12.5% | -24.8% | -8.4% |
| 6M | -19.8% | -1.5% | -18.3% | -9.3% |
| YTD | +69.1% | +11.3% | +57.8% | +39.3% |
| 1Y | +28.0% | +11.5% | +16.6% | +5.6% |
| All | +28.0% | +11.0% | +17.1% | +5.6% |
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