+30.7%
NBIS vs XLE
+47.6%
-16.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +1.0% | -10.9% | -9.6% |
| 7D | -10.5% | +5.4% | -15.9% | -9.0% |
| 30D | -37.7% | -3.9% | -33.8% | -38.8% |
| 3M | -54.6% | +7.0% | -61.6% | -53.0% |
| 6M | -44.1% | +14.2% | -58.3% | -40.2% |
| YTD | +38.4% | +48.2% | -9.7% | +41.9% |
| 1Y | +30.7% | +47.7% | -16.9% | +36.2% |
| All | +30.7% | +47.6% | -16.8% | +36.2% |
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 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