-38.7%
NOW vs IVZ
+30.5%
-69.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -1.0% |
| 7D | -27.5% | +2.6% | -30.2% | -27.9% |
| 30D | -20.0% | -3.5% | -16.6% | -19.7% |
| 3M | -7.9% | -7.4% | -0.5% | -6.9% |
| 6M | +18.3% | +14.7% | +3.6% | +13.6% |
| YTD | -29.0% | +14.6% | -43.6% | -32.1% |
| 1Y | -38.7% | +30.7% | -69.4% | -43.8% |
| All | -38.7% | +30.5% | -69.2% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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