+1,101.8%
NBIS vs JD
-27.0%
+1,128.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.0% | -0.2% |
| 7D | +17.8% | -3.0% | +20.7% | +19.5% |
| 30D | +30.5% | -19.3% | +49.9% | +44.7% |
| 3M | +9.2% | -6.0% | +15.2% | +10.3% |
| 6M | +153.2% | +1.8% | +151.4% | +143.9% |
| YTD | +187.1% | -2.6% | +189.7% | +184.5% |
| 1Y | +151.1% | -17.4% | +168.5% | +170.4% |
| All | +1,101.8% | -27.0% | +1,128.8% | +1,369.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling