-12.6%
NVDA vs JCI
+14.5%
-27.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.2% | -1.0% |
| 7D | -12.7% | +3.2% | -15.9% | -14.1% |
| 30D | -26.4% | -8.6% | -17.8% | -23.4% |
| 3M | -27.6% | -7.7% | -19.9% | -25.0% |
| 6M | -27.7% | -2.6% | -25.2% | -26.6% |
| YTD | -12.5% | +17.4% | -29.8% | -17.4% |
| 1Y | -12.6% | +16.9% | -29.6% | -17.5% |
| All | -12.6% | +14.5% | -27.2% | -17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling