+2,490.2%
NVDL vs JCI
+129.8%
+2,360.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -2.8% |
| 7D | -10.3% | +0.7% | -11.1% | -11.1% |
| 30D | -7.1% | -4.4% | -2.7% | -2.4% |
| 3M | +6.6% | +1.7% | +4.9% | +4.0% |
| 6M | +21.1% | +8.8% | +12.3% | +7.2% |
| YTD | +15.2% | +22.6% | -7.4% | -13.5% |
| 1Y | +18.8% | +36.2% | -17.4% | -23.2% |
| 3Y | +649.9% | +168.0% | +481.9% | +167.0% |
| All | +2,490.2% | +129.8% | +2,360.4% | +847.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling