+1,101.8%
NBIS vs PRU
+2.3%
+1,099.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.8% |
| 7D | +17.8% | -1.9% | +19.6% | +18.6% |
| 30D | +30.5% | -2.6% | +33.1% | +32.1% |
| 3M | +9.2% | +14.7% | -5.5% | +0.2% |
| 6M | +153.2% | +25.7% | +127.5% | +117.0% |
| YTD | +187.1% | +8.3% | +178.9% | +171.2% |
| 1Y | +151.1% | +17.3% | +133.8% | +122.5% |
| All | +1,101.8% | +2.3% | +1,099.4% | +951.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling