+194.8%
JBL vs NVD
-99.1%
+293.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.5% | -7.2% | -1.8% |
| 7D | -1.0% | +9.0% | -10.1% | +0.9% |
| 30D | -15.1% | -5.5% | -9.6% | -15.3% |
| 3M | -14.0% | -24.6% | +10.6% | -17.1% |
| 6M | +20.6% | -42.1% | +62.7% | +12.5% |
| YTD | +32.9% | -44.3% | +77.2% | +24.6% |
| 1Y | +40.5% | -54.2% | +94.7% | +29.6% |
| 3Y | +183.7% | -99.1% | +282.9% | +56.8% |
| All | +194.8% | -99.1% | +293.9% | +62.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling