+32,286.5%
NVO vs JCI
+2,331.2%
+29,955.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | -4.7% | +4.1% | -8.8% | -5.2% |
| 30D | -5.4% | -3.8% | -1.6% | -5.0% |
| 3M | +7.0% | -1.6% | +8.6% | +6.9% |
| 6M | +17.6% | +9.5% | +8.1% | +15.6% |
| YTD | -8.0% | +21.7% | -29.8% | -11.0% |
| 1Y | -13.8% | +37.1% | -51.0% | -17.9% |
| 3Y | -50.3% | +165.2% | -215.4% | -56.6% |
| 5Y | +0.7% | +110.3% | -109.6% | -10.2% |
| 10Y | +155.6% | +341.0% | -185.4% | +106.1% |
| All | +32,286.5% | +2,331.2% | +29,955.3% | +18,662.5% |
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