+673.5%
NBIS vs PTC
+6.7%
+666.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.2% | +15.6% | +15.4% |
| 7D | +9.3% | +0.5% | +8.8% | +9.3% |
| 30D | -26.4% | +0.9% | -27.3% | -26.3% |
| 3M | -19.9% | +30.4% | -50.3% | -17.7% |
| 6M | -16.9% | +34.4% | -51.3% | -11.8% |
| YTD | +84.8% | +12.6% | +72.2% | +111.7% |
| 1Y | +51.3% | +10.2% | +41.1% | +75.2% |
| All | +673.5% | +6.7% | +666.7% | +691.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 3y: compounded portfolio wealth divided by compounded PTC 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…
3y analysis · Full analysis span regression · 6 months rolling