+248.8%
NBIS vs PEGA
-30.0%
+278.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEGA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.4% | +7.4% |
| 7D | +8.2% | +3.3% | +4.9% | +8.6% |
| 30D | +3.4% | +17.7% | -14.4% | +5.2% |
| 3M | -12.8% | +5.8% | -18.6% | -8.2% |
| 6M | +131.5% | -20.3% | +151.8% | +162.1% |
| YTD | +170.5% | -37.1% | +207.6% | +202.5% |
| 1Y | +248.8% | -30.2% | +279.0% | +327.7% |
| All | +248.8% | -30.0% | +278.8% | +327.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PEGA.
Daily Out/Under-Performance
Portfolio return minus PEGA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEGA 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 PEGA 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