+28.0%
NBIS vs PNR
-31.2%
+59.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +3.3% | -10.0% | -6.7% |
| 7D | -22.4% | +11.9% | -34.3% | -22.8% |
| 30D | -39.1% | +37.1% | -76.3% | -40.1% |
| 3M | -37.3% | +5.7% | -43.0% | -38.0% |
| 6M | -19.8% | -5.7% | -14.1% | -17.1% |
| YTD | +69.1% | -29.8% | +98.9% | +98.0% |
| 1Y | +28.0% | -31.8% | +59.8% | +53.6% |
| All | +28.0% | -31.2% | +59.2% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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