+673.5%
NBIS vs JD
-24.8%
+698.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.6% | +17.1% | +16.2% |
| 7D | +9.3% | +0.4% | +8.9% | +8.5% |
| 30D | -26.4% | +4.2% | -30.6% | -28.3% |
| 3M | -19.9% | -12.8% | -7.2% | -15.3% |
| 6M | -16.9% | -8.8% | -8.1% | -15.2% |
| YTD | +84.8% | +0.5% | +84.3% | +78.9% |
| 1Y | +51.3% | -8.8% | +60.1% | +54.7% |
| All | +673.5% | -24.8% | +698.2% | +824.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling