-6.4%
NU vs QID
-34.8%
+28.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -3.4% |
| 7D | -4.9% | +1.3% | -6.2% | -4.4% |
| 30D | +7.8% | +2.9% | +4.9% | +9.2% |
| 3M | +20.9% | -0.7% | +21.6% | +21.4% |
| 6M | +0.9% | -29.7% | +30.6% | -16.4% |
| YTD | -12.7% | -27.9% | +15.2% | -25.9% |
| 1Y | -6.4% | -34.6% | +28.2% | -24.3% |
| All | -6.4% | -34.8% | +28.4% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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