+1,101.8%
NBIS vs XLI
+26.4%
+1,075.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | +1.7% |
| 7D | +17.8% | -0.6% | +18.3% | +19.1% |
| 30D | +30.5% | -6.9% | +37.5% | +52.3% |
| 3M | +9.2% | -1.9% | +11.1% | +17.3% |
| 6M | +153.2% | +1.0% | +152.1% | +155.0% |
| YTD | +187.1% | +11.3% | +175.8% | +139.5% |
| 1Y | +151.1% | +15.8% | +135.3% | +93.8% |
| All | +1,101.8% | +26.4% | +1,075.4% | +728.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling