+154.8%
NBIS vs PCAR
+27.8%
+127.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.8% | +9.5% | +8.0% |
| 7D | +22.2% | 0.0% | +22.2% | +22.2% |
| 30D | +29.7% | -7.7% | +37.5% | +31.4% |
| 3M | +11.9% | +3.7% | +8.2% | +11.1% |
| 6M | +173.0% | +2.3% | +170.7% | +174.3% |
| YTD | +191.4% | +12.8% | +178.6% | +188.7% |
| All | +154.8% | +27.8% | +127.0% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 PCAR 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