+248.8%
NBIS vs JPM
+21.8%
+226.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.9% | +8.4% | +8.6% |
| 7D | +8.2% | +0.3% | +7.9% | +7.8% |
| 30D | +3.4% | -0.2% | +3.5% | +4.0% |
| 3M | -12.8% | +15.9% | -28.7% | -25.0% |
| 6M | +131.5% | +20.9% | +110.6% | +86.2% |
| YTD | +170.5% | +12.9% | +157.6% | +140.0% |
| 1Y | +248.8% | +20.3% | +228.5% | +176.9% |
| All | +248.8% | +21.8% | +226.9% | +176.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 JPM 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