+28.0%
NBIS vs PGR
+21.4%
+6.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.5% | -9.2% | -2.8% |
| 7D | -22.4% | +4.1% | -26.4% | -16.8% |
| 30D | -39.1% | +10.4% | -49.6% | -27.9% |
| 3M | -37.3% | +11.4% | -48.7% | -22.6% |
| 6M | -19.8% | +17.9% | -37.7% | +12.2% |
| YTD | +69.1% | +9.8% | +59.3% | +128.6% |
| 1Y | +28.0% | +19.3% | +8.8% | +112.2% |
| All | +28.0% | +21.4% | +6.7% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 PGR 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