+1,040.6%
NBIS vs XLB
+7.6%
+1,032.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.2% | -3.9% | -3.9% |
| 7D | +8.3% | -3.5% | +11.8% | +12.0% |
| 30D | +18.1% | -4.7% | +22.7% | +23.0% |
| 3M | +7.8% | +2.7% | +5.0% | +1.9% |
| 6M | +136.6% | +2.6% | +134.0% | +123.7% |
| YTD | +172.5% | +12.8% | +159.7% | +130.1% |
| 1Y | +144.3% | +14.0% | +130.3% | +103.0% |
| All | +1,040.6% | +7.6% | +1,032.9% | +1,102.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 XLB 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