+33.9%
SPY vs NBIS
+1,606.6%
-1,572.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.7% | -8.3% | -1.0% |
| 7D | +0.5% | +22.2% | -21.7% | -0.7% |
| 30D | -0.9% | +29.7% | -30.7% | -3.0% |
| 3M | +3.9% | +11.9% | -8.0% | +1.7% |
| 6M | +14.5% | +173.0% | -158.5% | +4.7% |
| YTD | +12.9% | +191.4% | -178.4% | +2.1% |
| 1Y | +19.4% | +280.7% | -261.3% | +4.4% |
| All | +33.9% | +1,606.6% | -1,572.7% | +4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling