+151.8%
NBIS vs PFE
+20.6%
+131.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.8% | -1.4% |
| 7D | -0.8% | -2.6% | +1.8% | -1.9% |
| 30D | -13.4% | +5.4% | -18.7% | -11.2% |
| 3M | +1.0% | +7.8% | -6.7% | +4.9% |
| 6M | +100.5% | +5.0% | +95.5% | +108.2% |
| YTD | +168.3% | +17.1% | +151.2% | +174.3% |
| 1Y | +151.8% | +19.3% | +132.4% | +156.9% |
| All | +151.8% | +20.6% | +131.2% | +156.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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