+1,119.4%
NBIS vs SPXU
-58.7%
+1,178.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.7% | +6.0% | +9.4% |
| 7D | +22.2% | -1.5% | +23.7% | +20.4% |
| 30D | +29.7% | +3.7% | +26.0% | +35.0% |
| 3M | +11.9% | -9.6% | +21.4% | +6.7% |
| 6M | +173.0% | -32.4% | +205.4% | +109.3% |
| YTD | +191.4% | -28.7% | +220.0% | +141.7% |
| 1Y | +280.7% | -38.2% | +318.9% | +189.1% |
| All | +1,119.4% | -58.7% | +1,178.1% | +948.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling