+2.6%
NOW vs IEFA
+52.0%
-49.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.4% |
| 7D | -6.1% | +1.2% | -7.2% | -7.1% |
| 30D | +7.5% | -0.6% | +8.1% | +8.1% |
| 3M | +17.5% | +6.2% | +11.3% | +9.7% |
| 6M | +7.9% | +11.2% | -3.2% | -5.1% |
| YTD | -12.4% | +14.2% | -26.6% | -26.2% |
| 1Y | -28.6% | +20.0% | -48.6% | -43.5% |
| 3Y | +11.8% | +68.8% | -57.0% | -43.9% |
| 5Y | +2.6% | +52.7% | -50.0% | -39.3% |
| All | +2.6% | +52.0% | -49.4% | -39.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling