+248.8%
NBIS vs XYL
-23.4%
+272.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.0% | +9.5% | +7.7% |
| 7D | +8.2% | -5.0% | +13.3% | +8.8% |
| 30D | +3.4% | -13.2% | +16.6% | +4.8% |
| 3M | -12.8% | -3.7% | -9.1% | -17.8% |
| 6M | +131.5% | -17.7% | +149.2% | +146.5% |
| YTD | +170.5% | -21.5% | +192.0% | +197.5% |
| 1Y | +248.8% | -24.5% | +273.3% | +365.7% |
| All | +248.8% | -23.4% | +272.2% | +365.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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