-25.1%
NOW vs JCI
+96.3%
-121.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.8% | +2.3% |
| 7D | +0.3% | +3.2% | -2.9% | -0.7% |
| 30D | -27.0% | -8.6% | -18.4% | -25.3% |
| 3M | -19.6% | -7.7% | -11.9% | -18.5% |
| 6M | +17.5% | -2.6% | +20.0% | +15.1% |
| YTD | -33.3% | +17.4% | -50.6% | -42.0% |
| 1Y | -39.8% | +16.9% | -56.8% | -47.7% |
| 3Y | -19.9% | +186.7% | -206.7% | -61.3% |
| All | -25.1% | +96.3% | -121.4% | -52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling