+673.5%
NBIS vs PRU
+7.1%
+666.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.2% | +15.7% | +15.5% |
| 7D | +9.3% | -2.8% | +12.1% | +10.7% |
| 30D | -26.4% | +8.5% | -34.9% | -28.9% |
| 3M | -19.9% | +1.7% | -21.7% | -20.5% |
| 6M | -16.9% | +24.8% | -41.6% | -27.2% |
| YTD | +84.8% | +13.3% | +71.5% | +71.2% |
| 1Y | +51.3% | +21.4% | +30.0% | +33.1% |
| All | +673.5% | +7.1% | +666.4% | +563.8% |
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