-25.1%
NOW vs IWD
+72.9%
-98.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.3% |
| 7D | +0.3% | +2.3% | -2.0% | -2.5% |
| 30D | -27.0% | +3.6% | -30.5% | -30.3% |
| 3M | -19.6% | +2.2% | -21.8% | -21.9% |
| 6M | +17.5% | +13.0% | +4.5% | +0.2% |
| YTD | -33.3% | +26.5% | -59.8% | -51.8% |
| 1Y | -39.8% | +30.1% | -70.0% | -58.3% |
| 3Y | -19.9% | +84.9% | -104.8% | -67.5% |
| All | -25.1% | +72.9% | -98.0% | -64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling