+11.8%
NOW vs IJR
+54.5%
-42.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.2% | -4.6% |
| 7D | -6.1% | +0.9% | -7.0% | -6.6% |
| 30D | +7.5% | -3.1% | +10.6% | +9.4% |
| 3M | +17.5% | +4.4% | +13.1% | +14.3% |
| 6M | +7.9% | +16.1% | -8.2% | -2.0% |
| YTD | -12.4% | +20.6% | -33.0% | -22.9% |
| 1Y | -28.6% | +22.9% | -51.4% | -38.1% |
| 3Y | +11.8% | +55.2% | -43.4% | -16.3% |
| All | +11.8% | +54.5% | -42.7% | -16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling