+514.0%
NOW vs JCI
+291.9%
+222.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.8% | +2.4% |
| 7D | +0.3% | +3.2% | -2.9% | -0.8% |
| 30D | -27.0% | -8.6% | -18.4% | -25.0% |
| 3M | -19.6% | -7.7% | -11.9% | -18.3% |
| 6M | +17.5% | -2.6% | +20.0% | +15.0% |
| YTD | -33.3% | +17.4% | -50.6% | -41.2% |
| 1Y | -39.8% | +16.9% | -56.8% | -47.0% |
| 3Y | -19.9% | +186.7% | -206.7% | -55.5% |
| 5Y | -26.1% | +95.4% | -121.4% | -51.8% |
| All | +514.0% | +291.9% | +222.1% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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