+161.6%
IWM vs NOW
+501.5%
-339.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -2.0% | -3.0% | +1.0% | -1.3% |
| 30D | -1.5% | -26.0% | +24.6% | +4.4% |
| 3M | -8.0% | -13.1% | +5.1% | -7.3% |
| 6M | -4.1% | +14.5% | -18.6% | -12.4% |
| YTD | +11.9% | -33.4% | +45.4% | +17.5% |
| 1Y | +15.0% | -40.6% | +55.7% | +24.7% |
| 3Y | +64.2% | -16.3% | +80.5% | +54.1% |
| 5Y | +20.4% | -26.3% | +46.7% | +12.2% |
| All | +161.6% | +501.5% | -339.9% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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