-17.1%
NOW vs IWD
+84.1%
-101.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | -1.0% |
| 7D | -3.1% | +1.3% | -4.3% | -4.1% |
| 30D | -27.0% | +3.6% | -30.6% | -29.4% |
| 3M | -17.7% | +2.3% | -20.0% | -19.4% |
| 6M | +12.7% | +13.0% | -0.3% | +1.0% |
| YTD | -32.9% | +26.2% | -59.1% | -46.8% |
| 1Y | -40.4% | +30.5% | -70.8% | -54.6% |
| 3Y | -17.1% | +86.2% | -103.3% | -53.2% |
| All | -17.1% | +84.1% | -101.2% | -53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling