+1,988.6%
NOW vs JBL
+1,342.8%
+645.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.6% | -4.9% | -1.2% |
| 7D | -3.1% | -5.2% | +2.1% | -1.4% |
| 30D | -27.0% | -17.5% | -9.5% | -22.4% |
| 3M | -17.7% | -26.0% | +8.3% | -10.3% |
| 6M | +12.7% | -28.9% | +41.6% | +21.7% |
| YTD | -32.9% | +10.8% | -43.8% | -41.4% |
| 1Y | -40.4% | +18.3% | -58.7% | -49.5% |
| 3Y | -17.1% | +102.2% | -119.3% | -47.9% |
| 5Y | -25.7% | +303.2% | -328.9% | -66.6% |
| 10Y | +504.6% | +1,152.0% | -647.4% | +51.2% |
| All | +1,988.6% | +1,342.8% | +645.8% | +360.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling