+151.9%
IWM vs NOW
+528.0%
-376.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.3% | +0.1% |
| 7D | -0.3% | -5.6% | +5.2% | +1.1% |
| 30D | +1.9% | -26.8% | +28.6% | +8.2% |
| 3M | -5.7% | -19.4% | +13.7% | -3.0% |
| 6M | -0.3% | +12.3% | -12.6% | -8.3% |
| YTD | +15.8% | -32.9% | +48.7% | +21.3% |
| 1Y | +17.1% | -40.3% | +57.4% | +26.8% |
| 3Y | +73.1% | -19.1% | +92.1% | +64.3% |
| 5Y | +25.9% | -24.4% | +50.2% | +16.4% |
| 10Y | +151.9% | +521.8% | -369.9% | +20.6% |
| All | +151.9% | +528.0% | -376.1% | +20.6% |
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