+1,022.8%
NBIS vs SPMO
+60.0%
+962.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -2.8% |
| 7D | -0.8% | -0.9% | +0.1% | +1.6% |
| 30D | -13.4% | -1.9% | -11.5% | -8.4% |
| 3M | +1.0% | -1.4% | +2.4% | +11.0% |
| 6M | +100.5% | +25.5% | +75.0% | +22.7% |
| YTD | +168.3% | +24.8% | +143.4% | +69.2% |
| 1Y | +151.8% | +24.5% | +127.3% | +62.8% |
| All | +1,022.8% | +60.0% | +962.8% | +478.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling