+48.6%
JBL vs NVD
-52.8%
+101.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.3% | +4.8% | +5.1% |
| 7D | +2.4% | +10.8% | -8.4% | +5.6% |
| 30D | -13.1% | +0.8% | -13.9% | -11.8% |
| 3M | -15.6% | -20.8% | +5.2% | -18.9% |
| 6M | +24.6% | -41.2% | +65.7% | +10.9% |
| YTD | +39.6% | -44.2% | +83.8% | +24.4% |
| 1Y | +48.6% | -54.2% | +102.8% | +28.9% |
| All | +48.6% | -52.8% | +101.4% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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