+504.6%
NOW vs JD
+31.7%
+472.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.3% | +1.4% |
| 7D | -3.1% | +7.9% | -11.0% | -5.0% |
| 30D | -27.0% | +4.8% | -31.8% | -28.0% |
| 3M | -17.7% | -13.9% | -3.8% | -14.8% |
| 6M | +12.7% | -5.8% | +18.5% | +13.6% |
| YTD | -32.9% | +2.4% | -35.3% | -34.1% |
| 1Y | -40.4% | -7.5% | -32.8% | -39.9% |
| 3Y | -17.1% | +20.9% | -38.0% | -28.2% |
| 5Y | -25.7% | -58.0% | +32.4% | -17.7% |
| 10Y | +504.6% | +28.9% | +475.7% | +308.5% |
| All | +504.6% | +31.7% | +472.9% | +308.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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