+248.8%
NBIS vs PFG
+51.4%
+197.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.5% | +9.0% | +7.2% |
| 7D | +8.2% | +5.5% | +2.7% | +9.1% |
| 30D | +3.4% | +2.4% | +1.0% | +3.4% |
| 3M | -12.8% | +13.6% | -26.4% | -10.8% |
| 6M | +131.5% | +27.9% | +103.6% | +134.1% |
| YTD | +170.5% | +35.6% | +134.9% | +172.5% |
| 1Y | +248.8% | +48.5% | +200.3% | +247.6% |
| All | +248.8% | +51.4% | +197.4% | +247.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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