+7,836.4%
NVDA vs JCI
+291.9%
+7,544.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.2% | -0.5% |
| 7D | -12.7% | +3.2% | -15.9% | -14.8% |
| 30D | -26.4% | -8.6% | -17.8% | -22.0% |
| 3M | -27.6% | -7.7% | -19.9% | -24.1% |
| 6M | -27.7% | -2.6% | -25.2% | -27.6% |
| YTD | -12.5% | +17.4% | -29.8% | -24.1% |
| 1Y | -12.6% | +16.9% | -29.6% | -24.0% |
| 3Y | +235.9% | +186.7% | +49.2% | +53.8% |
| 5Y | +438.2% | +95.4% | +342.9% | +216.3% |
| All | +7,836.4% | +291.9% | +7,544.6% | +2,580.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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