+1,119.4%
NBIS vs PCG
-26.5%
+1,145.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +3.6% | +4.1% | +7.6% |
| 7D | +22.2% | +5.4% | +16.8% | +22.0% |
| 30D | +29.7% | -15.1% | +44.9% | +30.2% |
| 3M | +11.9% | -9.8% | +21.7% | +12.4% |
| 6M | +173.0% | -18.0% | +191.0% | +176.1% |
| YTD | +191.4% | -7.2% | +198.6% | +194.9% |
| 1Y | +280.7% | +2.9% | +277.8% | +278.4% |
| All | +1,119.4% | -26.5% | +1,145.9% | +858.5% |
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