+1,022.8%
NBIS vs JBL
+153.4%
+869.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.0% | -6.6% | -7.3% |
| 7D | -0.8% | +2.4% | -3.2% | -3.7% |
| 30D | -13.4% | -13.1% | -0.3% | +1.3% |
| 3M | +1.0% | -15.6% | +16.6% | +24.3% |
| 6M | +100.5% | +24.6% | +75.9% | +60.2% |
| YTD | +168.3% | +39.6% | +128.7% | +88.7% |
| 1Y | +151.8% | +48.6% | +103.2% | +62.6% |
| All | +1,022.8% | +153.4% | +869.3% | +466.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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