+40.6%
NVDL vs JCI
+37.7%
+2.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +0.3% |
| 7D | +11.7% | +3.8% | +7.8% | +8.8% |
| 30D | +7.8% | -5.7% | +13.5% | +12.2% |
| 3M | +3.3% | -1.4% | +4.7% | +4.4% |
| 6M | +38.9% | +4.1% | +34.8% | +34.1% |
| YTD | +28.5% | +21.7% | +6.7% | +15.4% |
| 1Y | +40.6% | +36.1% | +4.5% | +16.4% |
| All | +40.6% | +37.7% | +2.9% | +16.4% |
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 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