+248.8%
NBIS vs QSR
+33.2%
+215.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.1% | +7.6% | +7.4% |
| 7D | +8.2% | +2.4% | +5.8% | +9.9% |
| 30D | +3.4% | +7.6% | -4.2% | +7.9% |
| 3M | -12.8% | +12.6% | -25.4% | -4.4% |
| 6M | +131.5% | +14.4% | +117.2% | +153.2% |
| YTD | +170.5% | +19.6% | +150.8% | +204.2% |
| 1Y | +248.8% | +33.9% | +214.9% | +316.3% |
| All | +248.8% | +33.2% | +215.5% | +316.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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