+1,040.6%
NBIS vs JCI
+87.8%
+952.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.5% | -3.6% | -3.4% |
| 7D | +8.3% | +0.4% | +7.9% | +8.1% |
| 30D | +18.1% | -7.7% | +25.8% | +29.8% |
| 3M | +7.8% | +2.8% | +5.0% | +6.1% |
| 6M | +136.6% | +7.2% | +129.3% | +119.0% |
| YTD | +172.5% | +20.0% | +152.6% | +115.7% |
| 1Y | +144.3% | +33.3% | +111.0% | +67.6% |
| All | +1,040.6% | +87.8% | +952.8% | +462.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling