+15.0%
IWM vs NOW
-41.7%
+56.7%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | -2.0% | -3.0% | +1.0% | -2.0% |
| 30D | -1.5% | -26.0% | +24.6% | -1.4% |
| 3M | -8.0% | -13.1% | +5.1% | -8.1% |
| 6M | -4.1% | +14.5% | -18.6% | -4.3% |
| YTD | +11.9% | -33.4% | +45.4% | +14.8% |
| 1Y | +15.0% | -40.6% | +55.7% | +20.0% |
| All | +15.0% | -41.7% | +56.7% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling