+28.0%
NBIS vs JHX
+44.7%
-16.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +8.3% | -15.0% | -7.9% |
| 7D | -22.4% | +13.3% | -35.7% | -24.3% |
| 30D | -39.1% | +17.1% | -56.3% | -41.1% |
| 3M | -37.3% | +4.1% | -41.4% | -37.8% |
| 6M | -19.8% | +48.5% | -68.3% | -26.4% |
| YTD | +69.1% | +42.3% | +26.8% | +52.8% |
| 1Y | +28.0% | +47.4% | -19.4% | +15.2% |
| All | +28.0% | +44.7% | -16.7% | +15.2% |
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