+808.8%
NOW vs IWD
+197.9%
+610.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.3% |
| 7D | -2.4% | -0.3% | -2.1% | -2.1% |
| 30D | +20.5% | +0.6% | +19.9% | +19.9% |
| 3M | +18.3% | +7.2% | +11.1% | +10.3% |
| 6M | +24.1% | +16.2% | +7.9% | +5.6% |
| YTD | -7.8% | +23.3% | -31.1% | -26.5% |
| 1Y | -21.4% | +29.6% | -51.0% | -40.6% |
| 3Y | +19.5% | +70.5% | -50.9% | -32.1% |
| 5Y | +4.1% | +73.5% | -69.4% | -40.2% |
| All | +808.8% | +197.9% | +610.9% | +197.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling