+12.3%
NBXG vs SPY
+18.1%
-5.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | +0.1% | -0.3% |
| 7D | -0.1% | -0.8% | +0.6% | +1.0% |
| 30D | -0.3% | -1.1% | +0.7% | +1.2% |
| 3M | -0.9% | +3.9% | -4.7% | -5.9% |
| 6M | +21.7% | +13.6% | +8.1% | +3.2% |
| YTD | +14.0% | +12.7% | +1.3% | -2.2% |
| 1Y | +12.3% | +17.5% | -5.3% | -8.5% |
| All | +12.3% | +18.1% | -5.9% | -8.5% |
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 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