+248.8%
NBIS vs PRU
+19.0%
+229.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.0% | +8.4% | +7.4% |
| 7D | +8.2% | +1.9% | +6.4% | +8.3% |
| 30D | +3.4% | +2.7% | +0.7% | +3.8% |
| 3M | -12.8% | +19.5% | -32.3% | -12.6% |
| 6M | +131.5% | +26.6% | +104.9% | +128.8% |
| YTD | +170.5% | +12.3% | +158.1% | +161.4% |
| 1Y | +248.8% | +18.0% | +230.7% | +259.7% |
| All | +248.8% | +19.0% | +229.8% | +259.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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