+1,101.8%
NBIS vs JPM
+63.1%
+1,038.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.8% | -1.8% |
| 7D | +17.8% | -0.4% | +18.2% | +18.0% |
| 30D | +30.5% | -1.4% | +32.0% | +32.6% |
| 3M | +9.2% | +13.9% | -4.8% | -4.1% |
| 6M | +153.2% | +23.5% | +129.6% | +102.1% |
| YTD | +187.1% | +11.6% | +175.5% | +156.9% |
| 1Y | +151.1% | +21.4% | +129.7% | +105.4% |
| All | +1,101.8% | +63.1% | +1,038.6% | +696.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling