+28.0%
NBIS vs XLI
+12.2%
+15.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.6% | -4.3% |
| 7D | -22.4% | +0.6% | -23.0% | -23.2% |
| 30D | -39.1% | -0.4% | -38.8% | -38.3% |
| 3M | -37.3% | -8.8% | -28.5% | -22.3% |
| 6M | -19.8% | -0.4% | -19.4% | -14.0% |
| YTD | +69.1% | +10.1% | +59.0% | +37.0% |
| 1Y | +28.0% | +12.3% | +15.7% | +2.0% |
| All | +28.0% | +12.2% | +15.8% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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