+779.6%
NOW vs IJR
+173.0%
+606.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.5% |
| 7D | -4.1% | -1.1% | -3.0% | -3.3% |
| 30D | +2.9% | -3.6% | +6.5% | +5.7% |
| 3M | +22.6% | +2.3% | +20.2% | +20.2% |
| 6M | +7.5% | +14.3% | -6.8% | -3.5% |
| YTD | -14.4% | +19.3% | -33.7% | -26.1% |
| 1Y | -29.8% | +22.6% | -52.4% | -40.8% |
| 3Y | +9.2% | +53.5% | -44.3% | -24.0% |
| 5Y | +0.8% | +39.9% | -39.1% | -23.4% |
| All | +779.6% | +173.0% | +606.5% | +315.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 10y: compounded portfolio wealth divided by compounded IJR 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…
10y analysis · Full analysis span regression · 6 months rolling