+1,040.6%
NBIS vs SPXU
-57.4%
+1,097.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.8% | -6.9% | -3.3% |
| 7D | +8.3% | +6.4% | +1.9% | +14.9% |
| 30D | +18.1% | +5.9% | +12.1% | +25.6% |
| 3M | +7.8% | -11.7% | +19.4% | +0.7% |
| 6M | +136.6% | -28.7% | +165.2% | +90.6% |
| YTD | +172.5% | -26.4% | +198.9% | +133.6% |
| 1Y | +144.3% | -35.2% | +179.5% | +93.8% |
| All | +1,040.6% | -57.4% | +1,097.9% | +912.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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