+45.4%
NU vs QS
-80.0%
+125.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | -4.2% | -5.0% | +0.7% | -3.1% |
| 30D | +10.0% | -18.3% | +28.3% | +15.1% |
| 3M | +29.3% | -26.0% | +55.3% | +36.5% |
| 6M | +0.9% | -24.0% | +25.0% | +4.7% |
| YTD | -10.3% | -50.3% | +40.0% | +1.9% |
| 1Y | -3.2% | -38.0% | +34.8% | -0.8% |
| 3Y | +120.6% | -24.6% | +145.2% | +67.8% |
| All | +45.4% | -80.0% | +125.4% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling