-28.6%
NOW vs JPM
+22.2%
-50.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.4% | -3.6% | -5.1% |
| 7D | -6.1% | -0.4% | -5.7% | -6.1% |
| 30D | +7.5% | -1.1% | +8.6% | +7.4% |
| 3M | +17.5% | +14.1% | +3.4% | +18.1% |
| 6M | +7.9% | +23.3% | -15.4% | +7.4% |
| YTD | -12.4% | +11.3% | -23.7% | -11.2% |
| 1Y | -28.6% | +23.0% | -51.6% | -31.9% |
| All | -28.6% | +22.2% | -50.7% | -31.9% |
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