+51.3%
NBIS vs QLD
+13.0%
+38.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +4.6% | +10.8% | +8.6% |
| 7D | +9.3% | -1.2% | +10.5% | +11.9% |
| 30D | -26.4% | -15.7% | -10.7% | -3.5% |
| 3M | -19.9% | -10.0% | -9.9% | -3.7% |
| 6M | -16.9% | -11.2% | -5.7% | +2.6% |
| YTD | +84.8% | +16.4% | +68.5% | +55.5% |
| 1Y | +51.3% | +12.7% | +38.7% | +33.1% |
| All | +51.3% | +13.0% | +38.3% | +33.1% |
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