+28.0%
NBIS vs XBI
+47.5%
-19.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.7% | -9.3% | -9.7% |
| 7D | -22.4% | +1.0% | -23.4% | -23.2% |
| 30D | -39.1% | +1.9% | -41.0% | -40.3% |
| 3M | -37.3% | +4.8% | -42.1% | -41.9% |
| 6M | -19.8% | +19.3% | -39.1% | -36.1% |
| YTD | +69.1% | +30.6% | +38.5% | +20.6% |
| 1Y | +28.0% | +47.9% | -19.9% | -11.7% |
| All | +28.0% | +47.5% | -19.5% | -11.7% |
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