+521.8%
NOW vs IWD
+205.2%
+316.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.7% | +2.7% |
| 7D | -5.6% | -0.6% | -5.0% | -4.9% |
| 30D | -26.8% | +3.6% | -30.4% | -29.5% |
| 3M | -19.4% | +2.7% | -22.1% | -21.7% |
| 6M | +12.3% | +13.2% | -0.9% | -1.3% |
| YTD | -32.9% | +26.8% | -59.7% | -48.1% |
| 1Y | -40.3% | +29.3% | -69.6% | -54.8% |
| 3Y | -19.1% | +85.1% | -104.2% | -57.8% |
| 5Y | -24.4% | +74.2% | -98.6% | -57.0% |
| 10Y | +521.8% | +204.6% | +317.2% | +80.3% |
| All | +521.8% | +205.2% | +316.6% | +80.3% |
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