+1,022.8%
NBIS vs XLU
+8.5%
+1,014.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.3% |
| 7D | -0.8% | -1.6% | +0.8% | +0.5% |
| 30D | -13.4% | -3.3% | -10.1% | -11.0% |
| 3M | +1.0% | -3.2% | +4.2% | +2.9% |
| 6M | +100.5% | -7.0% | +107.5% | +109.2% |
| YTD | +168.3% | +0.6% | +167.6% | +153.9% |
| 1Y | +151.8% | +2.4% | +149.3% | +133.7% |
| All | +1,022.8% | +8.5% | +1,014.3% | +767.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling