+81.9%
NBIS vs Q
+75.4%
+6.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.7% | -3.4% | -3.6% |
| 7D | +8.3% | +4.1% | +4.2% | +4.9% |
| 30D | +18.1% | -10.7% | +28.8% | +31.0% |
| 3M | +7.8% | -11.7% | +19.4% | +23.1% |
| 6M | +136.6% | +8.3% | +128.2% | +121.3% |
| YTD | +172.5% | +51.3% | +121.2% | +102.8% |
| All | +81.9% | +75.4% | +6.5% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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