-38.7%
NOW vs IEFA
+17.0%
-55.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | +0.1% |
| 7D | -27.5% | +1.9% | -29.4% | -27.3% |
| 30D | -20.0% | +1.4% | -21.4% | -19.8% |
| 3M | -7.9% | -1.4% | -6.5% | -7.9% |
| 6M | +18.3% | +6.3% | +12.0% | +19.0% |
| YTD | -29.0% | +11.9% | -40.9% | -30.7% |
| 1Y | -38.7% | +17.0% | -55.7% | -42.0% |
| All | -38.7% | +17.0% | -55.7% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 1y: compounded portfolio wealth divided by compounded IEFA 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…
1y analysis · Full analysis span regression · 6 months rolling