+570.0%
NBIS vs XLE
+45.4%
+524.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -5.4% |
| 7D | -11.6% | -6.7% | -4.9% | -9.5% |
| 30D | -39.4% | -4.4% | -35.0% | -38.6% |
| 3M | -27.2% | +4.0% | -31.2% | -28.9% |
| 6M | -24.3% | +13.2% | -37.5% | -29.7% |
| YTD | +60.1% | +41.9% | +18.2% | +20.0% |
| 1Y | +21.9% | +41.6% | -19.8% | -8.8% |
| All | +570.0% | +45.4% | +524.6% | +322.7% |
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