+479.4%
NBIS vs PEP
-9.9%
+489.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +2.2% | -12.2% | -7.5% |
| 7D | -10.5% | +2.9% | -13.4% | -7.7% |
| 30D | -37.7% | +12.5% | -50.2% | -28.3% |
| 3M | -54.6% | +4.5% | -59.1% | -50.7% |
| 6M | -44.1% | -0.5% | -43.6% | -39.3% |
| YTD | +38.4% | +4.4% | +34.0% | +55.6% |
| 1Y | +30.7% | +4.4% | +26.4% | +46.9% |
| All | +479.4% | -9.9% | +489.3% | +423.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 10y: compounded portfolio wealth divided by compounded PEP 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…
10y analysis · Full analysis span regression · 6 months rolling