+248.8%
NBIS vs JCI
+37.7%
+211.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.9% | +5.6% | +5.9% |
| 7D | +8.2% | +3.8% | +4.4% | +5.0% |
| 30D | +3.4% | -5.7% | +9.0% | +8.5% |
| 3M | -12.8% | -1.4% | -11.4% | -11.5% |
| 6M | +131.5% | +4.1% | +127.4% | +126.1% |
| YTD | +170.5% | +21.7% | +148.7% | +146.7% |
| 1Y | +248.8% | +36.1% | +212.6% | +239.0% |
| All | +248.8% | +37.7% | +211.1% | +239.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 1y: compounded portfolio wealth divided by compounded JCI 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…
1y analysis · Full analysis span regression · 6 months rolling