+1,040.6%
NBIS vs PFGC
+13.8%
+1,026.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -4.7% |
| 7D | +8.3% | -4.8% | +13.1% | +9.7% |
| 30D | +18.1% | -17.2% | +35.3% | +23.7% |
| 3M | +7.8% | -6.3% | +14.1% | +3.6% |
| 6M | +136.6% | +8.8% | +127.7% | +104.3% |
| YTD | +172.5% | +4.9% | +167.6% | +141.2% |
| 1Y | +144.3% | -9.5% | +153.8% | +139.1% |
| All | +1,040.6% | +13.8% | +1,026.8% | +699.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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