+248.8%
NBIS vs XBI
+75.8%
+172.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.3% | +7.8% | +7.9% |
| 7D | +8.2% | +0.9% | +7.3% | +7.0% |
| 30D | +3.4% | +7.1% | -3.7% | -6.6% |
| 3M | -12.8% | +22.9% | -35.7% | -33.1% |
| 6M | +131.5% | +29.7% | +101.8% | +64.4% |
| YTD | +170.5% | +34.5% | +136.0% | +84.2% |
| 1Y | +248.8% | +76.1% | +172.7% | +92.7% |
| All | +248.8% | +75.8% | +172.9% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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