+1,040.6%
NBIS vs SPMO
+59.1%
+981.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.8% | -3.2% | -0.7% |
| 7D | +8.3% | +0.1% | +8.2% | +8.5% |
| 30D | +18.1% | -0.7% | +18.7% | +22.4% |
| 3M | +7.8% | +2.8% | +4.9% | +7.6% |
| 6M | +136.6% | +24.4% | +112.1% | +47.6% |
| YTD | +172.5% | +24.2% | +148.3% | +74.2% |
| 1Y | +144.3% | +24.5% | +119.8% | +57.9% |
| All | +1,040.6% | +59.1% | +981.4% | +495.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling