+17.1%
IWM vs NOW
-40.5%
+57.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.3% | +0.9% |
| 7D | -0.3% | -5.6% | +5.2% | -0.3% |
| 30D | +1.9% | -26.8% | +28.6% | +1.9% |
| 3M | -5.7% | -19.4% | +13.7% | -5.7% |
| 6M | -0.3% | +12.3% | -12.6% | -0.4% |
| YTD | +15.8% | -32.9% | +48.7% | +18.6% |
| 1Y | +17.1% | -40.3% | +57.4% | +22.0% |
| All | +17.1% | -40.5% | +57.6% | +22.0% |
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