+248.8%
NBIS vs JHX
+56.2%
+192.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | +7.3% |
| 7D | +8.2% | +1.5% | +6.7% | +8.1% |
| 30D | +3.4% | +7.2% | -3.8% | +2.9% |
| 3M | -12.8% | +29.9% | -42.7% | -14.4% |
| 6M | +131.5% | +35.4% | +96.2% | +121.8% |
| YTD | +170.5% | +46.5% | +124.0% | +165.6% |
| 1Y | +248.8% | +55.5% | +193.2% | +284.6% |
| All | +248.8% | +56.2% | +192.5% | +284.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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