+1,119.4%
NBIS vs QID
-56.6%
+1,176.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.3% | +7.4% | +8.1% |
| 7D | +22.2% | -2.7% | +25.0% | +18.1% |
| 30D | +29.7% | +1.8% | +28.0% | +34.3% |
| 3M | +11.9% | -2.2% | +14.0% | +19.7% |
| 6M | +173.0% | -32.1% | +205.1% | +96.4% |
| YTD | +191.4% | -28.6% | +219.9% | +130.9% |
| 1Y | +280.7% | -36.3% | +317.0% | +175.7% |
| All | +1,119.4% | -56.6% | +1,176.0% | +862.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling