-42.5%
NOW vs JPM
+10.7%
-53.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -8.7% | +1.2% | -10.0% | -8.4% |
| 30D | -29.3% | +2.7% | -32.0% | -28.8% |
| 3M | -21.8% | -4.5% | -17.4% | -22.1% |
| 6M | +9.2% | +14.3% | -5.1% | +10.9% |
| YTD | -35.0% | +8.2% | -43.2% | -33.6% |
| 1Y | -42.5% | +10.0% | -52.5% | -41.5% |
| All | -42.5% | +10.7% | -53.2% | -41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling