+30.7%
NBIS vs QLD
+10.7%
+20.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -2.5% | -7.5% | -6.3% |
| 7D | -10.5% | +7.0% | -17.5% | -17.9% |
| 30D | -37.7% | -14.3% | -23.4% | -20.1% |
| 3M | -54.6% | -16.0% | -38.6% | -39.5% |
| 6M | -44.1% | -14.2% | -29.9% | -27.3% |
| YTD | +38.4% | +12.8% | +25.7% | +23.1% |
| 1Y | +30.7% | +14.1% | +16.7% | +14.9% |
| All | +30.7% | +10.7% | +20.1% | +14.9% |
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