+649.9%
NVDL vs JAAA
+19.0%
+630.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -1.2% |
| 7D | -10.3% | +0.1% | -10.4% | -11.2% |
| 30D | -7.1% | +0.5% | -7.6% | -12.9% |
| 3M | +6.6% | +1.3% | +5.3% | -8.8% |
| 6M | +21.1% | +2.8% | +18.3% | -13.7% |
| YTD | +15.2% | +3.3% | +12.0% | -21.4% |
| 1Y | +18.8% | +4.9% | +13.9% | -31.5% |
| 3Y | +649.9% | +19.0% | +630.9% | +419.8% |
| All | +649.9% | +19.0% | +630.9% | +419.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 3y: compounded portfolio wealth divided by compounded JAAA 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…
3y analysis · Full analysis span regression · 6 months rolling