+1,119.4%
NBIS vs JCI
+92.5%
+1,026.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.0% | +6.7% | +6.6% |
| 7D | +22.2% | +5.1% | +17.1% | +15.6% |
| 30D | +29.7% | -3.8% | +33.6% | +36.0% |
| 3M | +11.9% | +1.9% | +10.0% | +10.7% |
| 6M | +173.0% | +11.2% | +161.8% | +142.2% |
| YTD | +191.4% | +22.9% | +168.4% | +124.0% |
| 1Y | +280.7% | +37.4% | +243.3% | +150.4% |
| All | +1,119.4% | +92.5% | +1,026.9% | +484.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling