+98.1%
NU vs JBL
+195.4%
-97.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.0% | -7.7% | -3.7% |
| 7D | -4.9% | +2.4% | -7.3% | -5.4% |
| 30D | +7.8% | -13.1% | +20.9% | +10.9% |
| 3M | +20.9% | -15.6% | +36.5% | +24.4% |
| 6M | +0.9% | +24.6% | -23.7% | -6.0% |
| YTD | -12.7% | +39.6% | -52.3% | -20.7% |
| 1Y | -6.4% | +48.6% | -55.0% | -16.6% |
| 3Y | +98.1% | +197.3% | -99.2% | +50.3% |
| All | +98.1% | +195.4% | -97.3% | +50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 3y: compounded portfolio wealth divided by compounded JBL 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…
3y analysis · Full analysis span regression · 6 months rolling