-38.7%
NOW vs JBL
+20.8%
-59.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.8% | +4.5% | -1.5% |
| 7D | -27.5% | -11.1% | -16.4% | -29.8% |
| 30D | -20.0% | -14.1% | -6.0% | -23.1% |
| 3M | -7.9% | -23.9% | +16.0% | -13.9% |
| 6M | +18.3% | -24.1% | +42.4% | +11.8% |
| YTD | -29.0% | +13.5% | -42.4% | -29.3% |
| 1Y | -38.7% | +23.7% | -62.4% | -40.6% |
| All | -38.7% | +20.8% | -59.5% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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