+1,972.6%
NOW vs JCI
+632.1%
+1,340.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.5% |
| 7D | -3.0% | -9.4% | +6.4% | +0.8% |
| 30D | -26.0% | -13.4% | -12.6% | -22.1% |
| 3M | -13.1% | -12.4% | -0.7% | -9.6% |
| 6M | +14.5% | -5.1% | +19.6% | +12.8% |
| YTD | -33.4% | +13.7% | -47.2% | -41.4% |
| 1Y | -40.6% | +11.4% | -52.0% | -47.3% |
| 3Y | -16.3% | +175.9% | -192.2% | -55.1% |
| 5Y | -26.3% | +98.4% | -124.7% | -53.8% |
| 10Y | +512.7% | +311.2% | +201.6% | +142.6% |
| All | +1,972.6% | +632.1% | +1,340.4% | +479.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling