+1,119.4%
NBIS vs QS
+6.1%
+1,113.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.0% | +5.7% | +7.0% |
| 7D | +22.2% | +2.2% | +20.0% | +21.4% |
| 30D | +29.7% | -8.1% | +37.8% | +33.7% |
| 3M | +11.9% | -27.0% | +38.9% | +23.4% |
| 6M | +173.0% | -16.4% | +189.5% | +191.1% |
| YTD | +191.4% | -46.4% | +237.7% | +248.1% |
| 1Y | +280.7% | -41.1% | +321.8% | +352.5% |
| All | +1,119.4% | +6.1% | +1,113.3% | +1,043.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling