+1,081.4%
NBN vs SPY
+322.5%
+759.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.3% |
| 7D | -0.2% | -0.8% | +0.6% | +0.5% |
| 30D | -1.2% | -1.1% | -0.2% | -0.3% |
| 3M | +3.1% | +3.9% | -0.8% | -0.2% |
| 6M | +22.3% | +13.6% | +8.7% | +9.3% |
| YTD | +27.7% | +12.7% | +15.0% | +14.9% |
| 1Y | +19.6% | +17.5% | +2.1% | +3.9% |
| 3Y | +193.0% | +76.9% | +116.1% | +80.2% |
| 5Y | +314.0% | +83.6% | +230.4% | +140.8% |
| All | +1,081.4% | +322.5% | +759.0% | +267.5% |
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