+1,040.6%
NBIS vs XRT
+9.3%
+1,031.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.8% | -4.3% | -4.3% |
| 7D | +8.3% | -3.6% | +11.9% | +12.0% |
| 30D | +18.1% | -6.7% | +24.7% | +25.3% |
| 3M | +7.8% | -1.4% | +9.1% | +5.0% |
| 6M | +136.6% | +1.7% | +134.9% | +117.4% |
| YTD | +172.5% | -1.5% | +174.0% | +164.9% |
| 1Y | +144.3% | -2.5% | +146.7% | +139.3% |
| All | +1,040.6% | +9.3% | +1,031.3% | +781.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling