+28.0%
NBIS vs XLK
+19.7%
+8.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -22.4% | -7.6% | -14.8% | -5.5% |
| 30D | -39.1% | -12.2% | -27.0% | -15.1% |
| 3M | -37.3% | -5.5% | -31.9% | -25.7% |
| 6M | -19.8% | +9.2% | -29.0% | -29.9% |
| YTD | +69.1% | +23.0% | +46.0% | +10.8% |
| 1Y | +28.0% | +20.7% | +7.3% | -12.9% |
| All | +28.0% | +19.7% | +8.3% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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