+16.1%
IWM vs NOW
-42.3%
+58.5%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.7% |
| 7D | +0.3% | -8.7% | +9.0% | +0.4% |
| 30D | +0.6% | -29.3% | +29.9% | +0.6% |
| 3M | -6.2% | -21.8% | +15.6% | -6.2% |
| 6M | -0.8% | +9.2% | -10.0% | -0.9% |
| YTD | +14.8% | -35.0% | +49.7% | +17.6% |
| 1Y | +16.1% | -42.5% | +58.7% | +21.5% |
| All | +16.1% | -42.3% | +58.5% | +21.5% |
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