+248.8%
NBIS vs XLU
+4.9%
+243.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.1% | +7.4% | +7.4% |
| 7D | +8.2% | +0.8% | +7.4% | +7.9% |
| 30D | +3.4% | -1.3% | +4.7% | +4.0% |
| 3M | -12.8% | -1.3% | -11.5% | -13.1% |
| 6M | +131.5% | -7.6% | +139.2% | +143.2% |
| YTD | +170.5% | +2.3% | +168.2% | +138.7% |
| 1Y | +248.8% | +5.8% | +243.0% | +182.0% |
| All | +248.8% | +4.9% | +243.9% | +182.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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