+1,119.4%
NBIS vs PTC
-27.5%
+1,146.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -5.5% | +13.2% | +7.6% |
| 7D | +22.2% | -12.8% | +35.0% | +22.2% |
| 30D | +29.7% | -9.8% | +39.5% | +29.5% |
| 3M | +11.9% | -2.1% | +13.9% | +12.8% |
| 6M | +173.0% | -18.1% | +191.1% | +194.9% |
| YTD | +191.4% | -23.5% | +214.9% | +224.5% |
| 1Y | +280.7% | -37.4% | +318.1% | +361.9% |
| All | +1,119.4% | -27.5% | +1,146.9% | +1,113.2% |
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