+1,031.9%
NBIS vs XLB
+11.2%
+1,020.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.3% | +7.8% | +7.8% |
| 7D | +8.2% | -1.4% | +9.6% | +9.7% |
| 30D | +3.4% | -0.4% | +3.8% | +3.3% |
| 3M | -12.8% | +2.0% | -14.8% | -15.7% |
| 6M | +131.5% | +1.8% | +129.7% | +124.0% |
| YTD | +170.5% | +16.6% | +153.9% | +121.5% |
| 1Y | +248.8% | +16.9% | +231.8% | +181.1% |
| All | +1,031.9% | +11.2% | +1,020.8% | +1,057.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling