+28.0%
NBIS vs QLD
+13.1%
+14.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.9% | -8.6% | -9.4% |
| 7D | -22.4% | -9.4% | -13.0% | -10.0% |
| 30D | -39.1% | -17.1% | -22.1% | -18.8% |
| 3M | -37.3% | -10.4% | -26.9% | -24.7% |
| 6M | -19.8% | +0.7% | -20.5% | -17.4% |
| YTD | +69.1% | +17.7% | +51.3% | +39.7% |
| 1Y | +28.0% | +14.7% | +13.4% | +9.3% |
| All | +28.0% | +13.1% | +14.9% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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