+2,281.8%
NDAQ vs PBR
+2,328.5%
-46.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -2.6% |
| 7D | -2.6% | +2.5% | -5.0% | -3.1% |
| 30D | +0.5% | +19.4% | -18.9% | -3.4% |
| 3M | +9.9% | +20.8% | -10.9% | +5.1% |
| 6M | +8.2% | +23.5% | -15.3% | +2.4% |
| YTD | -1.5% | +83.4% | -84.9% | -14.6% |
| 1Y | +1.3% | +77.6% | -76.2% | -11.8% |
| 3Y | +92.6% | +99.9% | -7.3% | +60.0% |
| 5Y | +53.8% | +567.7% | -513.9% | -7.4% |
| 10Y | +376.0% | +621.5% | -245.5% | +136.0% |
| All | +2,281.8% | +2,328.5% | -46.7% | +1,146.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PBR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling