+1,022.8%
NBIS vs PNC
+37.5%
+985.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.9% |
| 7D | -0.8% | -0.6% | -0.3% | -0.6% |
| 30D | -13.4% | -4.4% | -9.0% | -11.0% |
| 3M | +1.0% | +5.2% | -4.2% | -2.3% |
| 6M | +100.5% | +20.6% | +79.9% | +75.0% |
| YTD | +168.3% | +19.8% | +148.5% | +135.5% |
| 1Y | +151.8% | +24.4% | +127.3% | +114.8% |
| All | +1,022.8% | +37.5% | +985.2% | +624.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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