+1,022.8%
NBIS vs QID
-56.2%
+1,078.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -3.8% |
| 7D | -0.8% | +1.3% | -2.1% | +0.9% |
| 30D | -13.4% | +2.9% | -16.3% | -9.3% |
| 3M | +1.0% | -0.7% | +1.8% | +9.6% |
| 6M | +100.5% | -29.7% | +130.2% | +50.7% |
| YTD | +168.3% | -27.9% | +196.1% | +115.5% |
| 1Y | +151.8% | -34.6% | +186.3% | +88.4% |
| All | +1,022.8% | -56.2% | +1,078.9% | +798.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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