+384.6%
NVDA vs JBL
+195.4%
+189.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.1% | -2.6% |
| 7D | -5.1% | +2.4% | -7.6% | -6.4% |
| 30D | -2.5% | -13.1% | +10.6% | +4.3% |
| 3M | +6.7% | -15.6% | +22.3% | +14.9% |
| 6M | +17.6% | +24.6% | -7.0% | +1.3% |
| YTD | +17.3% | +39.6% | -22.3% | -5.7% |
| 1Y | +23.5% | +48.6% | -25.1% | -5.0% |
| 3Y | +384.6% | +197.3% | +187.4% | +171.3% |
| All | +384.6% | +195.4% | +189.2% | +171.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling