+543.2%
NBIS vs PFE
+14.6%
+528.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | -2.1% | -14.7% | -17.5% |
| 7D | +6.9% | -2.1% | +9.0% | +6.1% |
| 30D | -37.8% | +3.1% | -40.9% | -37.0% |
| 3M | -50.4% | +11.2% | -61.5% | -48.7% |
| 6M | -28.2% | +15.0% | -43.2% | -25.0% |
| YTD | +53.7% | +23.5% | +30.1% | +60.7% |
| 1Y | +36.3% | +18.9% | +17.4% | +42.3% |
| All | +543.2% | +14.6% | +528.6% | +543.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling