+315.9%
IWM vs NOW
+2,046.7%
-1,730.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -2.0% | -3.0% | +1.0% | -1.4% |
| 30D | -1.5% | -26.0% | +24.6% | +4.0% |
| 3M | -8.0% | -13.1% | +5.1% | -7.2% |
| 6M | -4.1% | +14.5% | -18.6% | -11.3% |
| YTD | +11.9% | -33.4% | +45.4% | +16.7% |
| 1Y | +15.0% | -40.6% | +55.7% | +23.3% |
| 3Y | +64.2% | -16.3% | +80.5% | +56.7% |
| 5Y | +20.4% | -26.3% | +46.7% | +14.2% |
| 10Y | +168.0% | +512.7% | -344.8% | +55.2% |
| All | +315.9% | +2,046.7% | -1,730.8% | +109.4% |
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