+32.5%
SPY vs NBIS
+1,496.3%
-1,463.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.1% | +4.5% | -0.3% |
| 7D | -2.0% | +8.3% | -10.3% | -2.5% |
| 30D | -1.7% | +18.1% | -19.7% | -3.1% |
| 3M | +4.7% | +7.8% | -3.0% | +2.8% |
| 6M | +12.5% | +136.6% | -124.1% | +3.8% |
| YTD | +11.7% | +172.5% | -160.8% | +1.5% |
| 1Y | +17.5% | +144.3% | -126.8% | +6.7% |
| All | +32.5% | +1,496.3% | -1,463.8% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIS.
Daily Out/Under-Performance
Portfolio return minus NBIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIS 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 3y: compounded portfolio wealth divided by compounded NBIS 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…
3y analysis · Full analysis span regression · 6 months rolling