+28.0%
NBIS vs QSR
+23.8%
+4.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.5% | -12.2% | -2.3% |
| 7D | -22.4% | +5.2% | -27.6% | -18.8% |
| 30D | -39.1% | +12.2% | -51.3% | -32.9% |
| 3M | -37.3% | +7.0% | -44.3% | -33.2% |
| 6M | -19.8% | -0.3% | -19.5% | -16.8% |
| YTD | +69.1% | +18.0% | +51.1% | +95.6% |
| 1Y | +28.0% | +22.6% | +5.4% | +53.4% |
| All | +28.0% | +23.8% | +4.2% | +53.4% |
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