+1,022.8%
NBIS vs XME
+70.6%
+952.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -0.3% |
| 7D | -0.8% | -4.2% | +3.4% | +4.8% |
| 30D | -13.4% | -2.7% | -10.7% | -10.6% |
| 3M | +1.0% | -3.9% | +5.0% | +6.5% |
| 6M | +100.5% | -1.0% | +101.5% | +101.1% |
| YTD | +168.3% | +9.8% | +158.4% | +138.6% |
| 1Y | +151.8% | +32.5% | +119.2% | +73.0% |
| All | +1,022.8% | +70.6% | +952.2% | +392.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling