-40.6%
NOW vs JD
-7.3%
-33.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | -3.0% | +13.4% | -16.4% | -4.3% |
| 30D | -26.0% | +7.7% | -33.7% | -26.5% |
| 3M | -13.1% | -11.3% | -1.8% | -12.3% |
| 6M | +14.5% | -5.1% | +19.7% | +13.3% |
| YTD | -33.4% | +5.0% | -38.5% | -34.2% |
| 1Y | -40.6% | -5.6% | -35.0% | -39.6% |
| All | -40.6% | -7.3% | -33.3% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling