+209.3%
JCI vs NVDX
+772.1%
-562.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.6% | +2.3% |
| 7D | +0.7% | -10.2% | +10.9% | +2.0% |
| 30D | -4.4% | -7.3% | +2.9% | -3.9% |
| 3M | +1.7% | +5.5% | -3.9% | +0.2% |
| 6M | +8.8% | +18.3% | -9.5% | +4.9% |
| YTD | +22.6% | +11.4% | +11.2% | +18.4% |
| 1Y | +36.2% | +12.7% | +23.5% | +30.0% |
| All | +209.3% | +772.1% | -562.8% | +147.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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