-99.3%
NBIZ vs SPY
+11.1%
-110.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | -0.8% |
| 7D | -30.7% | -0.4% | -30.3% | -33.3% |
| 30D | -71.0% | -1.4% | -69.6% | -73.0% |
| 3M | -85.5% | +3.7% | -89.2% | -74.4% |
| 6M | -99.0% | +13.0% | -112.0% | -96.5% |
| All | -99.3% | +11.1% | -110.4% | -97.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling