+28.0%
NBIS vs XHB
+5.8%
+22.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.4% | -12.1% | -7.6% |
| 7D | -22.4% | +9.7% | -32.1% | -24.2% |
| 30D | -39.1% | +11.7% | -50.8% | -40.9% |
| 3M | -37.3% | -1.4% | -36.0% | -37.0% |
| 6M | -19.8% | +6.8% | -26.6% | -20.5% |
| YTD | +69.1% | +5.5% | +63.6% | +66.6% |
| 1Y | +28.0% | +5.1% | +22.9% | +25.7% |
| All | +28.0% | +5.8% | +22.2% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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