+143.5%
IWM vs NOW
+516.8%
-373.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.7% |
| 7D | +1.4% | +0.3% | +1.1% | +1.3% |
| 30D | +2.3% | -27.0% | +29.2% | +8.7% |
| 3M | -8.3% | -19.6% | +11.3% | -5.6% |
| 6M | -1.3% | +17.5% | -18.8% | -10.4% |
| YTD | +13.5% | -33.3% | +46.8% | +19.0% |
| 1Y | +18.4% | -39.8% | +58.2% | +27.9% |
| 3Y | +69.6% | -19.9% | +89.5% | +61.5% |
| 5Y | +23.3% | -26.1% | +49.3% | +14.8% |
| All | +143.5% | +516.8% | -373.2% | +17.0% |
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