+514.0%
NOW vs JBL
+1,148.2%
-634.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +2.3% |
| 7D | +0.3% | +6.3% | -6.1% | -1.7% |
| 30D | -27.0% | -13.5% | -13.5% | -23.7% |
| 3M | -19.6% | -31.3% | +11.7% | -10.7% |
| 6M | +17.5% | -28.4% | +45.9% | +25.9% |
| YTD | -33.3% | +11.6% | -44.8% | -41.7% |
| 1Y | -39.8% | +26.1% | -66.0% | -50.2% |
| 3Y | -19.9% | +97.4% | -117.3% | -48.7% |
| 5Y | -26.1% | +301.0% | -327.1% | -66.7% |
| All | +514.0% | +1,148.2% | -634.2% | +71.6% |
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 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