-42.5%
NOW vs JBL
+14.3%
-56.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -3.3% |
| 7D | -8.7% | -8.1% | -0.7% | -10.6% |
| 30D | -29.3% | -18.4% | -10.9% | -32.9% |
| 3M | -21.8% | -25.8% | +3.9% | -27.5% |
| 6M | +9.2% | -29.6% | +38.9% | +1.4% |
| YTD | -35.0% | +9.6% | -44.6% | -35.6% |
| 1Y | -42.5% | +14.1% | -56.6% | -43.9% |
| All | -42.5% | +14.3% | -56.8% | -43.9% |
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