+570.0%
NBIS vs QLD
+53.3%
+516.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.1% | -3.7% |
| 7D | -11.6% | -3.8% | -7.8% | -7.0% |
| 30D | -39.4% | -20.5% | -18.8% | -16.9% |
| 3M | -27.2% | -14.6% | -12.6% | -8.3% |
| 6M | -24.3% | -14.7% | -9.7% | -2.4% |
| YTD | +60.1% | +11.2% | +48.9% | +50.0% |
| 1Y | +21.9% | +7.1% | +14.8% | +20.2% |
| All | +570.0% | +53.3% | +516.7% | +473.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling