+151.8%
NBIS vs XLC
-0.7%
+152.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.5% | -1.5% |
| 7D | -0.8% | +0.5% | -1.3% | -0.8% |
| 30D | -13.4% | +2.1% | -15.5% | -13.2% |
| 3M | +1.0% | +0.7% | +0.4% | +3.1% |
| 6M | +100.5% | -3.2% | +103.7% | +107.4% |
| YTD | +168.3% | -3.8% | +172.1% | +179.1% |
| 1Y | +151.8% | -2.0% | +153.8% | +152.8% |
| All | +151.8% | -0.7% | +152.5% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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