+1,040.6%
NBIS vs XBI
+58.5%
+982.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.6% | -3.5% | -3.2% |
| 7D | +8.3% | -4.6% | +12.9% | +14.3% |
| 30D | +18.1% | -0.8% | +18.8% | +17.5% |
| 3M | +7.8% | +21.8% | -14.1% | -16.2% |
| 6M | +136.6% | +23.2% | +113.4% | +81.2% |
| YTD | +172.5% | +28.7% | +143.8% | +98.9% |
| 1Y | +144.3% | +67.8% | +76.5% | +30.6% |
| All | +1,040.6% | +58.5% | +982.1% | +547.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling