+1,022.8%
NBIS vs QQQI
+37.7%
+985.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.4% | -4.2% |
| 7D | -0.8% | -0.3% | -0.5% | +0.2% |
| 30D | -13.4% | -0.3% | -13.1% | -12.2% |
| 3M | +1.0% | +1.3% | -0.3% | +2.1% |
| 6M | +100.5% | +11.5% | +89.0% | +56.7% |
| YTD | +168.3% | +11.3% | +157.0% | +114.9% |
| 1Y | +151.8% | +16.9% | +134.9% | +79.6% |
| All | +1,022.8% | +37.7% | +985.0% | +671.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling