+1,022.8%
NBIS vs XRT
+10.8%
+1,011.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.4% | -2.9% | -2.9% |
| 7D | -0.8% | -3.2% | +2.4% | +2.1% |
| 30D | -13.4% | -4.5% | -8.9% | -9.9% |
| 3M | +1.0% | -3.1% | +4.1% | +1.0% |
| 6M | +100.5% | +4.2% | +96.3% | +79.4% |
| YTD | +168.3% | -0.1% | +168.4% | +157.2% |
| 1Y | +151.8% | -3.0% | +154.8% | +151.6% |
| All | +1,022.8% | +10.8% | +1,011.9% | +756.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling