+99.4%
XBI vs NVTS
+38.1%
+61.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.3% | -4.7% | -0.6% |
| 7D | -4.6% | -1.4% | -3.2% | -4.6% |
| 30D | -2.0% | -16.5% | +14.5% | -1.3% |
| 3M | +17.8% | -47.6% | +65.4% | +20.6% |
| 6M | +23.7% | +7.3% | +16.4% | +21.3% |
| YTD | +28.2% | +62.9% | -34.7% | +22.9% |
| 1Y | +64.0% | +91.3% | -27.3% | +55.3% |
| 3Y | +99.4% | +43.4% | +56.0% | +88.3% |
| All | +99.4% | +38.1% | +61.3% | +88.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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