+1,101.8%
NBIS vs XLE
+51.7%
+1,050.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.3% | -1.8% |
| 7D | +17.8% | +0.3% | +17.4% | +17.6% |
| 30D | +30.5% | +8.5% | +22.0% | +26.1% |
| 3M | +9.2% | +14.6% | -5.4% | +2.3% |
| 6M | +153.2% | +17.6% | +135.6% | +128.2% |
| YTD | +187.1% | +48.1% | +139.0% | +112.8% |
| 1Y | +151.1% | +53.8% | +97.3% | +77.2% |
| All | +1,101.8% | +51.7% | +1,050.0% | +649.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling