-3.5%
NBXG vs SPY
+9.8%
-13.3%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.4% | -1.6% | +0.6% |
| 7D | -11.4% | -4.7% | -6.7% | -4.7% |
| 30D | -17.5% | -5.9% | -11.6% | -9.4% |
| 3M | -10.1% | -4.5% | -5.6% | -3.4% |
| 6M | -7.3% | +1.8% | -9.1% | -8.9% |
| YTD | +0.3% | +8.3% | -8.0% | -9.2% |
| 1Y | -3.5% | +9.3% | -12.9% | -14.0% |
| All | -3.5% | +9.8% | -13.3% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling