+1,040.6%
NBIS vs SPOT
+38.2%
+1,002.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.2% | -4.8% | -5.0% |
| 7D | +8.3% | -6.9% | +15.2% | +10.8% |
| 30D | +18.1% | +4.1% | +13.9% | +15.2% |
| 3M | +7.8% | +3.7% | +4.1% | +3.6% |
| 6M | +136.6% | -1.6% | +138.2% | +130.4% |
| YTD | +172.5% | -10.2% | +182.7% | +176.5% |
| 1Y | +144.3% | -25.9% | +170.2% | +180.5% |
| All | +1,040.6% | +38.2% | +1,002.3% | +947.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 5y: compounded portfolio wealth divided by compounded SPOT 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…
5y analysis · Full analysis span regression · 6 months rolling