+248.8%
NBIS vs XLE
+49.3%
+199.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.9% | +8.3% | +7.1% |
| 7D | +8.2% | +2.2% | +6.0% | +9.2% |
| 30D | +3.4% | +11.8% | -8.4% | +7.8% |
| 3M | -12.8% | +9.8% | -22.6% | -8.6% |
| 6M | +131.5% | +15.6% | +116.0% | +139.2% |
| YTD | +170.5% | +45.3% | +125.2% | +181.5% |
| 1Y | +248.8% | +48.3% | +200.5% | +268.5% |
| All | +248.8% | +49.3% | +199.5% | +268.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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