-98.5%
NBIZ vs SPY
+10.2%
-108.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.1% | -0.4% | +20.4% | +17.2% |
| 7D | 0.0% | +2.6% | -2.6% | +31.1% |
| 30D | +55.2% | -2.0% | +57.2% | +56.3% |
| 3M | +119.8% | -2.8% | +122.6% | +113.7% |
| 6M | -77.9% | +2.1% | -80.0% | -56.4% |
| All | -98.5% | +10.2% | -108.7% | -94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling