+504.6%
NOW vs JPM
+521.2%
-16.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | 0.0% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | -27.0% | +2.7% | -29.8% | -27.9% |
| 3M | -17.7% | -3.8% | -13.9% | -16.8% |
| 6M | +12.7% | +14.3% | -1.6% | +6.2% |
| YTD | -32.9% | +8.2% | -41.1% | -35.8% |
| 1Y | -40.4% | +11.0% | -51.4% | -43.6% |
| 3Y | -17.1% | +152.7% | -169.7% | -43.5% |
| 5Y | -25.7% | +130.8% | -156.5% | -48.7% |
| 10Y | +504.6% | +506.0% | -1.4% | +218.7% |
| All | +504.6% | +521.2% | -16.5% | +218.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 JPM 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