+248.8%
NBIS vs PNR
-43.1%
+291.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.3% | +7.2% | +7.5% |
| 7D | +8.2% | -2.4% | +10.6% | +8.0% |
| 30D | +3.4% | -12.8% | +16.1% | +2.8% |
| 3M | -12.8% | -17.0% | +4.2% | -12.2% |
| 6M | +131.5% | -37.4% | +169.0% | +153.0% |
| YTD | +170.5% | -41.6% | +212.1% | +194.6% |
| 1Y | +248.8% | -44.6% | +293.4% | +260.9% |
| All | +248.8% | -43.1% | +291.8% | +260.9% |
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