-29.0%
NOW vs IJR
+22.4%
-51.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | -4.1% | -1.1% | -3.0% | -3.9% |
| 30D | +2.9% | -3.6% | +6.5% | +3.5% |
| 3M | +22.6% | +2.3% | +20.2% | +22.1% |
| 6M | +7.5% | +14.3% | -6.8% | +4.4% |
| YTD | -14.4% | +19.3% | -33.7% | -19.5% |
| All | -29.0% | +22.4% | -51.4% | -34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling