+506.3%
NOW vs JBL
+1,127.6%
-621.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.7% |
| 7D | -8.7% | -8.1% | -0.7% | -6.4% |
| 30D | -29.3% | -18.4% | -10.9% | -24.9% |
| 3M | -21.8% | -25.8% | +3.9% | -15.5% |
| 6M | +9.2% | -29.6% | +38.9% | +17.7% |
| YTD | -35.0% | +9.6% | -44.6% | -42.9% |
| 1Y | -42.5% | +14.1% | -56.6% | -50.5% |
| 3Y | -21.5% | +95.9% | -117.4% | -49.7% |
| 5Y | -25.8% | +298.3% | -324.1% | -66.5% |
| 10Y | +506.3% | +1,150.1% | -643.7% | +68.8% |
| All | +506.3% | +1,127.6% | -621.3% | +68.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling