+613,227.2%
NVDA vs JCI
+320.5%
+612,906.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | 0.0% |
| 7D | +5.9% | +3.8% | +2.1% | +4.2% |
| 30D | +5.1% | -5.7% | +10.8% | +7.6% |
| 3M | +5.4% | -1.4% | +6.7% | +5.8% |
| 6M | +26.0% | +4.1% | +21.9% | +23.0% |
| YTD | +23.7% | +21.7% | +1.9% | +12.5% |
| 1Y | +34.4% | +36.1% | -1.8% | +16.2% |
| 3Y | +375.8% | +154.4% | +221.4% | +218.3% |
| 5Y | +911.8% | +112.0% | +799.7% | +639.3% |
| 10Y | +14,899.8% | +322.2% | +14,577.6% | +8,089.0% |
| All | +613,227.2% | +320.5% | +612,906.7% | +286,997.4% |
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