+144.3%
NBIS vs XRT
-2.3%
+146.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.8% | -4.3% | -5.0% |
| 7D | +8.3% | -3.6% | +11.9% | +8.7% |
| 30D | +18.1% | -6.7% | +24.7% | +19.1% |
| 3M | +7.8% | -1.4% | +9.1% | +5.1% |
| 6M | +136.6% | +1.7% | +134.9% | +121.8% |
| YTD | +172.5% | -1.5% | +174.0% | +168.8% |
| 1Y | +144.3% | -2.5% | +146.7% | +142.7% |
| All | +144.3% | -2.3% | +146.6% | +142.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling