+1,101.8%
NBIS vs XRT
+10.2%
+1,091.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | +0.1% |
| 7D | +17.8% | -2.4% | +20.2% | +20.4% |
| 30D | +30.5% | -6.9% | +37.5% | +38.9% |
| 3M | +9.2% | -0.4% | +9.6% | +5.3% |
| 6M | +153.2% | +2.2% | +150.9% | +131.7% |
| YTD | +187.1% | -0.7% | +187.8% | +176.9% |
| 1Y | +151.1% | -2.0% | +153.1% | +145.3% |
| All | +1,101.8% | +10.2% | +1,091.6% | +821.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling