+1,022.8%
NBIS vs QS
+0.2%
+1,022.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.9% | -3.5% | -2.2% |
| 7D | -0.8% | -3.6% | +2.8% | +0.4% |
| 30D | -13.4% | -17.2% | +3.9% | -7.7% |
| 3M | +1.0% | -27.0% | +28.0% | +11.6% |
| 6M | +100.5% | -24.6% | +125.1% | +120.2% |
| YTD | +168.3% | -49.3% | +217.6% | +226.5% |
| 1Y | +151.8% | -40.3% | +192.1% | +203.5% |
| All | +1,022.8% | +0.2% | +1,022.6% | +972.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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