-19.9%
NOW vs JD
+17.9%
-37.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.5% |
| 7D | +0.3% | -4.1% | +4.4% | +0.6% |
| 30D | -27.0% | +4.6% | -31.6% | -27.2% |
| 3M | -19.6% | -4.7% | -14.9% | -19.4% |
| 6M | +17.5% | -17.4% | +34.8% | +18.8% |
| YTD | -33.3% | +0.7% | -34.0% | -33.5% |
| 1Y | -39.8% | -5.9% | -34.0% | -39.8% |
| 3Y | -19.9% | +18.9% | -38.8% | -18.4% |
| All | -19.9% | +17.9% | -37.8% | -18.4% |
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