+543.2%
NBIS vs QLD
+59.4%
+483.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -0.6% | -16.2% | -16.0% |
| 7D | +6.9% | +12.5% | -5.6% | -7.4% |
| 30D | -37.8% | -15.7% | -22.1% | -20.6% |
| 3M | -50.4% | -11.9% | -38.5% | -39.8% |
| 6M | -28.2% | -10.3% | -17.9% | -12.7% |
| YTD | +53.7% | +15.6% | +38.1% | +37.8% |
| 1Y | +36.3% | +12.1% | +24.2% | +27.5% |
| All | +543.2% | +59.4% | +483.8% | +427.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling