+23.5%
NVDA vs JBL
+47.2%
-23.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.1% | -2.0% |
| 7D | -5.1% | +2.4% | -7.6% | -6.1% |
| 30D | -2.5% | -13.1% | +10.6% | +2.8% |
| 3M | +6.7% | -15.6% | +22.3% | +13.1% |
| 6M | +17.6% | +24.6% | -7.0% | +3.6% |
| YTD | +17.3% | +39.6% | -22.3% | -1.8% |
| 1Y | +23.5% | +48.6% | -25.1% | +0.4% |
| All | +23.5% | +47.2% | -23.7% | +0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling