+8.2%
NOW vs IJH
+50.0%
-41.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.6% |
| 7D | -4.1% | -0.7% | -3.4% | -3.5% |
| 30D | +2.9% | -3.8% | +6.7% | +5.7% |
| 3M | +22.6% | 0.0% | +22.5% | +22.0% |
| 6M | +7.5% | +8.8% | -1.2% | -0.3% |
| YTD | -14.4% | +13.5% | -27.9% | -24.2% |
| 1Y | -29.8% | +15.4% | -45.2% | -38.8% |
| All | +8.2% | +50.0% | -41.8% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 3y: compounded portfolio wealth divided by compounded IJH 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…
3y analysis · Full analysis span regression · 6 months rolling