+151.8%
NBIS vs JHX
+43.8%
+108.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.7% |
| 7D | -0.8% | -6.3% | +5.5% | +0.3% |
| 30D | -13.4% | -7.7% | -5.6% | -12.1% |
| 3M | +1.0% | +19.2% | -18.1% | -2.1% |
| 6M | +100.5% | +38.3% | +62.2% | +85.1% |
| YTD | +168.3% | +37.2% | +131.1% | +151.2% |
| 1Y | +151.8% | +42.3% | +109.5% | +138.0% |
| All | +151.8% | +43.8% | +108.0% | +138.0% |
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