+1,988.6%
NOW vs IVZ
+128.5%
+1,860.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.8% | -6.0% | -1.8% |
| 7D | -3.1% | +4.1% | -7.2% | -4.6% |
| 30D | -27.0% | -2.0% | -25.0% | -26.7% |
| 3M | -17.7% | -7.8% | -9.9% | -15.5% |
| 6M | +12.7% | +6.3% | +6.4% | +8.6% |
| YTD | -32.9% | +12.6% | -45.5% | -37.4% |
| 1Y | -40.4% | +27.6% | -68.0% | -47.2% |
| 3Y | -17.1% | +154.0% | -171.1% | -46.0% |
| 5Y | -25.7% | +37.3% | -63.0% | -39.7% |
| 10Y | +504.6% | +50.5% | +454.1% | +337.6% |
| All | +1,988.6% | +128.5% | +1,860.1% | +1,167.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling