-28.6%
NOW vs IVZ
+51.7%
-80.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.2% | -2.8% | -4.6% |
| 7D | -6.1% | +1.1% | -7.2% | -6.2% |
| 30D | +7.5% | +3.1% | +4.4% | +6.9% |
| 3M | +17.5% | +18.2% | -0.6% | +13.1% |
| 6M | +7.9% | +38.6% | -30.7% | -0.7% |
| YTD | -12.4% | +25.9% | -38.3% | -17.6% |
| 1Y | -28.6% | +51.7% | -80.2% | -37.3% |
| All | -28.6% | +51.7% | -80.2% | -37.3% |
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