+673.5%
NBIS vs PCG
-34.8%
+708.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.0% | +16.4% | +15.5% |
| 7D | +9.3% | -2.2% | +11.5% | +9.5% |
| 30D | -26.4% | -0.5% | -25.9% | -26.3% |
| 3M | -19.9% | -24.0% | +4.0% | -19.2% |
| 6M | -16.9% | -18.6% | +1.7% | -16.1% |
| YTD | +84.8% | -17.7% | +102.5% | +88.0% |
| 1Y | +51.3% | -20.0% | +71.3% | +54.8% |
| All | +673.5% | -34.8% | +708.2% | +511.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 3y: compounded portfolio wealth divided by compounded PCG 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…
3y analysis · Full analysis span regression · 6 months rolling