+311.8%
IWM vs NOW
+2,054.9%
-1,743.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -5.9% | +1.3% | -3.3% |
| 7D | -4.6% | -6.7% | +2.1% | -3.1% |
| 30D | -3.7% | -25.8% | +22.1% | +1.5% |
| 3M | -9.4% | -12.7% | +3.3% | -8.7% |
| 6M | -3.6% | +11.2% | -14.9% | -10.2% |
| YTD | +10.8% | -33.2% | +44.0% | +15.4% |
| 1Y | +11.9% | -41.8% | +53.7% | +20.6% |
| 3Y | +60.6% | -15.7% | +76.2% | +52.9% |
| 5Y | +19.2% | -26.0% | +45.3% | +13.0% |
| 10Y | +165.3% | +515.1% | -349.7% | +53.5% |
| All | +311.8% | +2,054.9% | -1,743.1% | +107.1% |
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