+47.9%
XBI vs NVDL
-23.5%
+71.3%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.1% | +8.7% | +3.3% |
| 7D | +1.0% | -14.0% | +15.0% | +2.5% |
| 30D | +1.9% | -31.2% | +33.0% | +5.5% |
| 3M | +4.8% | -15.5% | +20.3% | +6.0% |
| 6M | +19.3% | -10.3% | +29.6% | +19.0% |
| YTD | +30.6% | -5.8% | +36.4% | +25.5% |
| 1Y | +47.9% | -20.1% | +68.0% | +41.5% |
| All | +47.9% | -23.5% | +71.3% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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