-99.3%
NBIZ vs SPY
+10.4%
-109.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.6% | +10.6% | +5.4% |
| 7D | -18.3% | -2.0% | -16.3% | -30.7% |
| 30D | -64.7% | -1.7% | -63.1% | -67.7% |
| 3M | -85.1% | +4.7% | -89.9% | -72.1% |
| 6M | -98.8% | +12.5% | -111.3% | -96.1% |
| All | -99.3% | +10.4% | -109.7% | -97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling