+1,119.4%
NBIS vs PRU
+3.9%
+1,115.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.2% | +9.9% | +8.7% |
| 7D | +22.2% | +1.9% | +20.3% | +21.0% |
| 30D | +29.7% | -0.4% | +30.2% | +30.0% |
| 3M | +11.9% | +16.4% | -4.6% | +1.9% |
| 6M | +173.0% | +26.0% | +147.0% | +134.3% |
| YTD | +191.4% | +9.9% | +181.4% | +173.3% |
| 1Y | +280.7% | +18.8% | +261.9% | +235.6% |
| All | +1,119.4% | +3.9% | +1,115.5% | +959.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling