+1,978.3%
NOW vs IJR
+376.3%
+1,601.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | +2.2% | -1.9% | -1.5% |
| 30D | -27.0% | +3.8% | -30.8% | -29.4% |
| 3M | -19.6% | -5.7% | -13.9% | -16.1% |
| 6M | +17.5% | +4.6% | +12.8% | +12.0% |
| YTD | -33.3% | +18.0% | -51.2% | -43.1% |
| 1Y | -39.8% | +21.8% | -61.6% | -50.1% |
| 3Y | -19.9% | +61.1% | -81.0% | -49.3% |
| 5Y | -26.1% | +27.3% | -53.4% | -41.6% |
| 10Y | +518.7% | +154.1% | +364.6% | +132.8% |
| All | +1,978.3% | +376.3% | +1,601.9% | +330.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling