+28.0%
NBIS vs PBR
+74.7%
-46.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -7.0% | +0.3% | -6.1% |
| 7D | -22.4% | -11.0% | -11.4% | -21.8% |
| 30D | -39.1% | -18.8% | -20.4% | -38.4% |
| 3M | -37.3% | +7.8% | -45.1% | -38.9% |
| 6M | -19.8% | -7.6% | -12.2% | -19.1% |
| YTD | +69.1% | +72.7% | -3.6% | +35.3% |
| 1Y | +28.0% | +72.9% | -44.9% | +2.5% |
| All | +28.0% | +74.7% | -46.7% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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