+151.8%
NBIS vs XLI
+15.3%
+136.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.6% | -3.8% |
| 7D | -0.8% | -1.7% | +0.8% | +2.6% |
| 30D | -13.4% | -7.3% | -6.1% | +2.0% |
| 3M | +1.0% | -1.3% | +2.4% | +8.4% |
| 6M | +100.5% | +2.2% | +98.3% | +99.0% |
| YTD | +168.3% | +11.7% | +156.6% | +122.4% |
| 1Y | +151.8% | +14.3% | +137.5% | +111.8% |
| All | +151.8% | +15.3% | +136.5% | +111.8% |
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