+248.8%
NBIS vs XEL
+7.2%
+241.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.8% | +8.3% | +7.2% |
| 7D | +8.2% | -1.0% | +9.2% | +7.9% |
| 30D | +3.4% | -1.9% | +5.3% | +2.7% |
| 3M | -12.8% | -1.9% | -10.9% | -13.3% |
| 6M | +131.5% | -7.4% | +139.0% | +128.9% |
| YTD | +170.5% | +4.1% | +166.4% | +164.1% |
| 1Y | +248.8% | +8.0% | +240.7% | +234.7% |
| All | +248.8% | +7.2% | +241.6% | +234.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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