+1,031.9%
NBIS vs QLD
+77.7%
+954.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.3% | +7.2% | +7.1% |
| 7D | +8.2% | +0.6% | +7.7% | +7.5% |
| 30D | +3.4% | -0.1% | +3.5% | +4.3% |
| 3M | -12.8% | -8.4% | -4.5% | -0.4% |
| 6M | +131.5% | +32.2% | +99.3% | +68.3% |
| YTD | +170.5% | +28.9% | +141.6% | +105.1% |
| 1Y | +248.8% | +43.8% | +204.9% | +133.3% |
| All | +1,031.9% | +77.7% | +954.3% | +684.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling