+1.2%
NOW vs IJH
+45.7%
-44.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +1.0% | +1.0% |
| 7D | -9.9% | -2.5% | -7.4% | -7.5% |
| 30D | +2.8% | -5.0% | +7.9% | +8.3% |
| 3M | +23.7% | +0.5% | +23.1% | +22.2% |
| 6M | +12.5% | +8.2% | +4.3% | +1.7% |
| YTD | -14.4% | +12.4% | -26.8% | -26.5% |
| 1Y | -29.0% | +14.4% | -43.4% | -40.4% |
| 3Y | +9.3% | +49.5% | -40.2% | -35.6% |
| 5Y | +1.2% | +47.8% | -46.6% | -37.9% |
| All | +1.2% | +45.7% | -44.4% | -37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling