+1,040.6%
NBIS vs PBF
+144.1%
+896.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.7% | -5.8% | -5.2% |
| 7D | +8.3% | +2.3% | +6.0% | +7.9% |
| 30D | +18.1% | +11.6% | +6.5% | +15.8% |
| 3M | +7.8% | +81.7% | -74.0% | -1.7% |
| 6M | +136.6% | +96.4% | +40.1% | +108.5% |
| YTD | +172.5% | +189.5% | -17.0% | +118.5% |
| 1Y | +144.3% | +180.7% | -36.5% | +93.8% |
| All | +1,040.6% | +144.1% | +896.4% | +646.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF 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 PBF 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