+790.0%
NOW vs JBL
+1,439.8%
-649.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.6% | -5.6% | -5.2% |
| 7D | -6.1% | +4.4% | -10.5% | -7.4% |
| 30D | +7.5% | -8.4% | +15.9% | +10.0% |
| 3M | +17.5% | -14.2% | +31.7% | +21.1% |
| 6M | +7.9% | +29.6% | -21.7% | -7.2% |
| YTD | -12.4% | +37.1% | -49.5% | -27.5% |
| 1Y | -28.6% | +49.5% | -78.1% | -43.7% |
| 3Y | +11.8% | +192.7% | -180.8% | -38.6% |
| 5Y | +2.6% | +411.3% | -408.7% | -57.0% |
| 10Y | +790.0% | +1,447.6% | -657.6% | +123.7% |
| All | +790.0% | +1,439.8% | -649.8% | +123.7% |
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