+1,022.8%
NBIS vs XHB
-20.3%
+1,043.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -2.3% |
| 7D | -0.8% | -4.6% | +3.8% | +1.3% |
| 30D | -13.4% | -9.1% | -4.2% | -9.6% |
| 3M | +1.0% | -8.6% | +9.6% | +4.9% |
| 6M | +100.5% | -4.0% | +104.5% | +102.2% |
| YTD | +168.3% | -3.9% | +172.2% | +169.2% |
| 1Y | +151.8% | -16.5% | +168.2% | +174.3% |
| All | +1,022.8% | -20.3% | +1,043.0% | +981.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling