+348.7%
IWM vs NOW
+2,873.9%
-2,525.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.0% | +3.3% | +1.0% |
| 7D | +0.1% | -2.4% | +2.5% | +0.5% |
| 30D | -1.3% | +20.5% | -21.8% | -6.0% |
| 3M | +1.6% | +18.3% | -16.7% | -3.6% |
| 6M | +13.6% | +24.1% | -10.5% | +4.2% |
| YTD | +20.8% | -7.8% | +28.5% | +18.9% |
| 1Y | +26.4% | -21.4% | +47.8% | +29.4% |
| 3Y | +60.7% | +19.5% | +41.2% | +43.5% |
| 5Y | +38.2% | +4.1% | +34.1% | +23.1% |
| 10Y | +169.5% | +826.4% | -656.9% | +44.9% |
| All | +348.7% | +2,873.9% | -2,525.2% | +113.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling