+1,988.6%
NOW vs JCI
+667.1%
+1,321.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.8% | -4.0% | -1.2% |
| 7D | -3.1% | -3.4% | +0.3% | -1.8% |
| 30D | -27.0% | -10.1% | -16.9% | -24.3% |
| 3M | -17.7% | -6.8% | -10.9% | -16.5% |
| 6M | +12.7% | +2.0% | +10.7% | +7.7% |
| YTD | -32.9% | +19.2% | -52.1% | -42.1% |
| 1Y | -40.4% | +16.7% | -57.1% | -48.1% |
| 3Y | -17.1% | +194.3% | -211.4% | -56.8% |
| 5Y | -25.7% | +103.0% | -128.7% | -53.7% |
| 10Y | +504.6% | +301.7% | +202.9% | +146.4% |
| All | +1,988.6% | +667.1% | +1,321.5% | +472.9% |
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