+1,022.8%
NBIS vs SPXU
-58.4%
+1,081.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.9% | -3.9% |
| 7D | -0.8% | +2.5% | -3.3% | +1.5% |
| 30D | -13.4% | +4.2% | -17.6% | -9.6% |
| 3M | +1.0% | -9.3% | +10.3% | -3.6% |
| 6M | +100.5% | -30.7% | +131.2% | +57.2% |
| YTD | +168.3% | -28.1% | +196.4% | +124.4% |
| 1Y | +151.8% | -35.2% | +187.0% | +99.2% |
| All | +1,022.8% | -58.4% | +1,081.1% | +873.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling