+2,494.8%
NVDL vs JCI
+124.8%
+2,370.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.5% | -3.2% | -3.0% |
| 7D | -8.7% | +0.4% | -9.1% | -9.1% |
| 30D | -1.3% | -7.7% | +6.4% | +7.9% |
| 3M | +11.4% | +2.8% | +8.6% | +7.4% |
| 6M | +22.9% | +7.2% | +15.6% | +10.7% |
| YTD | +15.4% | +20.0% | -4.5% | -11.0% |
| 1Y | +18.8% | +33.3% | -14.5% | -21.2% |
| 3Y | +641.4% | +161.3% | +480.1% | +171.7% |
| All | +2,494.8% | +124.8% | +2,370.0% | +874.2% |
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