+28.0%
NBIS vs XME
+5.2%
+22.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.7% | -5.4% |
| 7D | -22.4% | -5.5% | -16.9% | -16.2% |
| 30D | -39.1% | -11.1% | -28.0% | -28.4% |
| 3M | -37.3% | -11.1% | -26.2% | -27.8% |
| 6M | -19.8% | -18.0% | -1.8% | +2.9% |
| YTD | +69.1% | -7.4% | +76.4% | +76.9% |
| 1Y | +28.0% | +6.7% | +21.4% | +12.7% |
| All | +28.0% | +5.2% | +22.8% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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