+248.8%
NBIS vs QQQI
+19.4%
+229.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +6.9% |
| 7D | +8.2% | +0.4% | +7.8% | +6.9% |
| 30D | +3.4% | +1.0% | +2.4% | +1.0% |
| 3M | -12.8% | -1.2% | -11.6% | -5.7% |
| 6M | +131.5% | +11.6% | +119.9% | +72.7% |
| YTD | +170.5% | +11.7% | +158.8% | +104.2% |
| 1Y | +248.8% | +18.7% | +230.1% | +129.6% |
| All | +248.8% | +19.4% | +229.4% | +129.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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