+1,526.1%
NVDA vs JAAA
+29.4%
+1,496.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.2% |
| 7D | -5.1% | +0.1% | -5.2% | -5.3% |
| 30D | -2.5% | +0.5% | -3.0% | -3.4% |
| 3M | +6.7% | +1.3% | +5.4% | +4.3% |
| 6M | +17.6% | +2.8% | +14.8% | +12.1% |
| YTD | +17.3% | +3.3% | +14.1% | +11.1% |
| 1Y | +23.5% | +4.9% | +18.6% | +14.4% |
| 3Y | +384.6% | +19.0% | +365.7% | +342.3% |
| 5Y | +875.4% | +26.9% | +848.5% | +768.5% |
| All | +1,526.1% | +29.4% | +1,496.7% | +1,316.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling