+1,022.8%
NBIS vs XEL
+24.6%
+998.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.5% |
| 7D | -0.8% | -0.3% | -0.5% | -1.0% |
| 30D | -13.4% | -3.9% | -9.4% | -15.2% |
| 3M | +1.0% | -2.8% | +3.9% | -0.4% |
| 6M | +100.5% | -5.4% | +105.9% | +96.1% |
| YTD | +168.3% | +3.8% | +164.5% | +175.2% |
| 1Y | +151.8% | +6.8% | +144.9% | +163.0% |
| All | +1,022.8% | +24.6% | +998.1% | +1,270.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling