+45.2%
NU vs QS
-79.8%
+125.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.6% | +4.5% | -0.6% |
| 7D | -2.6% | -4.2% | +1.6% | -1.7% |
| 30D | +8.2% | -15.7% | +23.9% | +12.4% |
| 3M | +26.3% | -28.7% | +55.0% | +34.5% |
| 6M | +2.2% | -23.2% | +25.5% | +5.8% |
| YTD | -10.4% | -49.9% | +39.5% | +1.6% |
| 1Y | -3.0% | -38.8% | +35.8% | -0.3% |
| 3Y | +120.3% | -24.0% | +144.3% | +67.3% |
| All | +45.2% | -79.8% | +125.0% | +77.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling