+790.0%
NOW vs JCI
+328.4%
+461.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.0% | -6.0% | -5.3% |
| 7D | -6.1% | +5.1% | -11.2% | -7.8% |
| 30D | +7.5% | -3.8% | +11.3% | +8.7% |
| 3M | +17.5% | +1.9% | +15.6% | +15.1% |
| 6M | +7.9% | +11.2% | -3.3% | +0.2% |
| YTD | -12.4% | +22.9% | -35.3% | -23.3% |
| 1Y | -28.6% | +37.4% | -65.9% | -41.1% |
| 3Y | +11.8% | +167.8% | -156.0% | -34.4% |
| 5Y | +2.6% | +115.0% | -112.4% | -34.6% |
| 10Y | +790.0% | +325.3% | +464.7% | +287.4% |
| All | +790.0% | +328.4% | +461.5% | +287.4% |
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