+144.3%
NBIS vs JD
-17.4%
+161.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.1% | -5.2% | -5.1% |
| 7D | +8.3% | -2.6% | +10.9% | +9.5% |
| 30D | +18.1% | -15.4% | +33.4% | +26.7% |
| 3M | +7.8% | -5.0% | +12.8% | +6.9% |
| 6M | +136.6% | +0.9% | +135.6% | +123.9% |
| YTD | +172.5% | -2.5% | +175.0% | +168.1% |
| 1Y | +144.3% | -16.0% | +160.3% | +154.5% |
| All | +144.3% | -17.4% | +161.6% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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