+1,022.8%
NBIS vs PGR
-5.9%
+1,028.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.2% | -0.9% |
| 7D | -0.8% | -0.6% | -0.2% | -1.3% |
| 30D | -13.4% | +4.9% | -18.3% | -7.9% |
| 3M | +1.0% | +7.6% | -6.6% | +13.6% |
| 6M | +100.5% | +8.3% | +92.2% | +128.7% |
| YTD | +168.3% | +1.7% | +166.5% | +198.4% |
| 1Y | +151.8% | -6.8% | +158.6% | +169.8% |
| All | +1,022.8% | -5.9% | +1,028.6% | +1,303.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling