+14,546.7%
NVDA vs JBL
+1,558.3%
+12,988.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.1% | -3.3% |
| 7D | -5.1% | +2.4% | -7.6% | -6.7% |
| 30D | -2.5% | -13.1% | +10.6% | +6.3% |
| 3M | +6.7% | -15.6% | +22.3% | +16.9% |
| 6M | +17.6% | +24.6% | -7.0% | -2.5% |
| YTD | +17.3% | +39.6% | -22.3% | -10.8% |
| 1Y | +23.5% | +48.6% | -25.1% | -11.2% |
| 3Y | +384.6% | +197.3% | +187.4% | +102.5% |
| 5Y | +875.4% | +413.0% | +462.4% | +182.2% |
| All | +14,546.7% | +1,558.3% | +12,988.4% | +1,893.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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