+2,771.1%
NOW vs IEF
+16.9%
+2,754.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -3.0% |
| 7D | -2.4% | -0.3% | -2.1% | -2.5% |
| 30D | +20.5% | -0.8% | +21.3% | +20.2% |
| 3M | +18.3% | -1.0% | +19.3% | +17.9% |
| 6M | +24.1% | -2.8% | +26.8% | +22.8% |
| YTD | -7.8% | -1.5% | -6.3% | -8.3% |
| 1Y | -21.4% | -0.4% | -21.0% | -21.5% |
| 3Y | +19.5% | +9.7% | +9.9% | +23.5% |
| 5Y | +4.1% | -8.3% | +12.4% | -12.4% |
| 10Y | +826.4% | +4.6% | +821.8% | +842.7% |
| All | +2,771.1% | +16.9% | +2,754.2% | +3,201.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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