+1,579.6%
NVDA vs JAAA
+29.3%
+1,550.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +3.8% | +0.1% | +3.7% | +3.6% |
| 30D | +0.8% | +0.5% | +0.3% | 0.0% |
| 3M | +8.2% | +1.2% | +7.0% | +5.9% |
| 6M | +27.1% | +2.8% | +24.3% | +21.0% |
| YTD | +21.2% | +3.2% | +18.0% | +15.0% |
| 1Y | +34.3% | +4.8% | +29.5% | +24.6% |
| 3Y | +396.3% | +19.0% | +377.3% | +353.6% |
| 5Y | +913.8% | +26.8% | +887.0% | +803.9% |
| All | +1,579.6% | +29.3% | +1,550.3% | +1,365.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling