+17.9%
NOW vs IVZ
+144.8%
-127.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -3.3% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | +20.5% | +4.0% | +16.5% | +18.9% |
| 3M | +18.3% | +18.2% | +0.2% | +11.2% |
| 6M | +24.1% | +32.8% | -8.8% | +11.2% |
| YTD | -7.8% | +28.7% | -36.5% | -16.7% |
| 1Y | -21.4% | +55.4% | -76.8% | -34.2% |
| All | +17.9% | +144.8% | -127.0% | -22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling