+2,494.8%
NVDL vs JBL
+318.8%
+2,176.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.8% | -1.9% | -1.9% |
| 7D | -8.7% | -1.0% | -7.7% | -7.7% |
| 30D | -1.3% | -15.1% | +13.8% | +16.4% |
| 3M | +11.4% | -14.0% | +25.4% | +27.6% |
| 6M | +22.9% | +20.6% | +2.3% | -4.3% |
| YTD | +15.4% | +32.9% | -17.5% | -19.7% |
| 1Y | +18.8% | +40.5% | -21.8% | -23.1% |
| 3Y | +641.4% | +183.7% | +457.6% | +149.6% |
| All | +2,494.8% | +318.8% | +2,176.0% | +402.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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