+48.4%
NU vs QID
-78.4%
+126.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.1% |
| 7D | +6.0% | -2.7% | +8.8% | +4.3% |
| 30D | +10.8% | +1.8% | +9.0% | +12.2% |
| 3M | +32.2% | -2.2% | +34.3% | +32.3% |
| 6M | +5.1% | -32.1% | +37.3% | -15.3% |
| YTD | -8.4% | -28.6% | +20.1% | -22.9% |
| 1Y | +0.7% | -36.3% | +37.0% | -20.1% |
| 3Y | +125.1% | -74.4% | +199.5% | +14.7% |
| All | +48.4% | -78.4% | +126.8% | 0.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling