+151.8%
NBIS vs XLK
+38.8%
+113.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.3% | -2.9% | -4.6% |
| 7D | -0.8% | +0.2% | -1.0% | -1.3% |
| 30D | -13.4% | -0.6% | -12.7% | -11.8% |
| 3M | +1.0% | +2.6% | -1.5% | -0.3% |
| 6M | +100.5% | +34.0% | +66.5% | +6.4% |
| YTD | +168.3% | +30.7% | +137.6% | +53.6% |
| 1Y | +151.8% | +39.2% | +112.6% | +37.1% |
| All | +151.8% | +38.8% | +113.0% | +37.1% |
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