+248.8%
NBIS vs QQQM
+26.6%
+222.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.0% |
| 7D | +8.2% | +0.4% | +7.9% | +7.3% |
| 30D | +3.4% | +0.2% | +3.1% | +3.6% |
| 3M | -12.8% | -2.8% | -10.0% | -2.9% |
| 6M | +131.5% | +18.1% | +113.4% | +55.8% |
| YTD | +170.5% | +17.4% | +153.1% | +87.9% |
| 1Y | +248.8% | +25.7% | +223.1% | +127.6% |
| All | +248.8% | +26.6% | +222.1% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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