+5,066.7%
NBN vs SPY
+3,091.8%
+1,974.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.0% |
| 7D | +2.8% | +0.1% | +2.7% | +2.8% |
| 30D | -0.6% | +0.1% | -0.6% | -0.6% |
| 3M | +9.9% | +2.0% | +7.9% | +9.2% |
| 6M | +19.6% | +13.0% | +6.5% | +14.9% |
| YTD | +27.9% | +13.5% | +14.3% | +22.7% |
| 1Y | +20.3% | +20.0% | +0.4% | +13.6% |
| 3Y | +200.9% | +77.2% | +123.7% | +153.6% |
| 5Y | +297.7% | +81.9% | +215.9% | +231.1% |
| 10Y | +1,079.3% | +314.1% | +765.2% | +735.7% |
| All | +5,066.7% | +3,091.8% | +1,974.9% | +2,536.6% |
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 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