+2,771.1%
NOW vs JCI
+683.6%
+2,087.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.9% | -3.8% |
| 7D | -2.4% | +3.8% | -6.2% | -3.9% |
| 30D | +20.5% | -5.7% | +26.2% | +23.0% |
| 3M | +18.3% | -1.4% | +19.7% | +17.3% |
| 6M | +24.1% | +4.1% | +19.9% | +17.5% |
| YTD | -7.8% | +21.7% | -29.5% | -20.2% |
| 1Y | -21.4% | +36.1% | -57.5% | -36.3% |
| 3Y | +19.5% | +154.4% | -134.9% | -31.8% |
| 5Y | +4.1% | +112.0% | -108.0% | -35.8% |
| 10Y | +826.4% | +322.2% | +504.2% | +270.3% |
| All | +2,771.1% | +683.6% | +2,087.5% | +689.7% |
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