+39.1%
IWM vs NOW
+4.1%
+35.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +0.9% |
| 7D | +0.1% | -2.4% | +2.5% | +0.5% |
| 30D | -1.3% | +20.5% | -21.8% | -5.8% |
| 3M | +1.6% | +18.3% | -16.7% | -3.2% |
| 6M | +13.6% | +24.1% | -10.5% | +4.7% |
| YTD | +20.8% | -7.8% | +28.5% | +20.9% |
| 1Y | +26.4% | -21.4% | +47.8% | +32.4% |
| 3Y | +60.7% | +19.5% | +41.2% | +41.3% |
| All | +39.1% | +4.1% | +35.1% | +20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling