+803.3%
NVDX vs JAAA
+18.4%
+784.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -1.3% |
| 7D | -10.2% | +0.1% | -10.3% | -11.1% |
| 30D | -7.3% | +0.5% | -7.9% | -13.3% |
| 3M | +5.5% | +1.3% | +4.3% | -10.2% |
| 6M | +18.3% | +2.8% | +15.5% | -16.8% |
| YTD | +11.4% | +3.3% | +8.2% | -25.1% |
| 1Y | +12.7% | +4.9% | +7.8% | -36.5% |
| All | +803.3% | +18.4% | +784.9% | +255.7% |
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