-16.0%
NOW vs JD
+14.9%
-30.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.3% | -9.2% | -6.2% |
| 7D | -6.7% | +11.7% | -18.4% | -7.5% |
| 30D | -25.8% | +8.1% | -33.9% | -26.3% |
| 3M | -12.7% | -12.0% | -0.7% | -11.9% |
| 6M | +11.2% | -3.5% | +14.8% | +11.2% |
| YTD | -33.2% | +3.3% | -36.5% | -33.6% |
| 1Y | -41.8% | -7.4% | -34.4% | -41.7% |
| All | -16.0% | +14.9% | -30.9% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling