+1,119.4%
NBIS vs PFE
+8.9%
+1,110.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.3% | +10.0% | +7.1% |
| 7D | +22.2% | -2.7% | +24.9% | +21.4% |
| 30D | +29.7% | +3.8% | +25.9% | +31.4% |
| 3M | +11.9% | +10.4% | +1.5% | +14.9% |
| 6M | +173.0% | +6.3% | +166.8% | +179.6% |
| YTD | +191.4% | +17.4% | +174.0% | +199.3% |
| 1Y | +280.7% | +21.1% | +259.6% | +292.2% |
| All | +1,119.4% | +8.9% | +1,110.5% | +1,098.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling