+442,871.5%
NVDA vs JCI
+314.7%
+442,556.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -3.7% |
| 7D | -8.5% | +8.4% | -16.9% | -11.7% |
| 30D | -27.3% | -8.9% | -18.4% | -24.4% |
| 3M | -25.8% | -6.4% | -19.3% | -23.8% |
| 6M | -24.6% | +1.6% | -26.2% | -25.5% |
| YTD | -10.7% | +20.1% | -30.8% | -18.4% |
| 1Y | -14.0% | +17.2% | -31.3% | -20.6% |
| 3Y | +244.9% | +190.7% | +54.1% | +118.2% |
| 5Y | +449.3% | +99.9% | +349.4% | +310.4% |
| 10Y | +7,600.6% | +301.8% | +7,298.7% | +4,196.9% |
| All | +442,871.5% | +314.7% | +442,556.7% | +208,220.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling