-40.6%
NOW vs IWD
+28.1%
-68.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -3.0% | -0.5% | -2.5% | -2.6% |
| 30D | -26.0% | +2.7% | -28.7% | -26.1% |
| 3M | -13.1% | +0.9% | -14.0% | -12.9% |
| 6M | +14.5% | +10.5% | +4.0% | +17.5% |
| YTD | -33.4% | +23.7% | -57.1% | -32.9% |
| 1Y | -40.6% | +28.7% | -69.4% | -42.2% |
| All | -40.6% | +28.1% | -68.8% | -42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling