+1,040.6%
NBIS vs XLE
+50.9%
+989.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.9% |
| 7D | +8.3% | +0.5% | +7.8% | +8.1% |
| 30D | +18.1% | +6.6% | +11.5% | +14.9% |
| 3M | +7.8% | +12.3% | -4.5% | +2.1% |
| 6M | +136.6% | +18.4% | +118.2% | +111.8% |
| YTD | +172.5% | +47.2% | +125.3% | +102.5% |
| 1Y | +144.3% | +50.3% | +94.0% | +76.2% |
| All | +1,040.6% | +50.9% | +989.7% | +613.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling