+875.7%
NVDA vs JBL
+390.6%
+485.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -0.4% |
| 7D | -4.3% | -1.0% | -3.3% | -3.7% |
| 30D | +0.5% | -15.1% | +15.6% | +11.7% |
| 3M | +9.1% | -14.0% | +23.1% | +18.3% |
| 6M | +18.5% | +20.6% | -2.2% | -1.5% |
| YTD | +17.4% | +32.9% | -15.5% | -10.2% |
| 1Y | +23.4% | +40.5% | -17.1% | -10.9% |
| 3Y | +380.6% | +183.7% | +196.8% | +76.7% |
| 5Y | +875.7% | +388.3% | +487.4% | +92.8% |
| All | +875.7% | +390.6% | +485.1% | +92.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling