-26.4%
NOW vs IWD
+68.9%
-95.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | -3.0% | -0.5% | -2.5% | -2.4% |
| 30D | -26.0% | +2.7% | -28.7% | -28.7% |
| 3M | -13.1% | +0.9% | -14.0% | -14.2% |
| 6M | +14.5% | +10.5% | +4.0% | +0.3% |
| YTD | -33.4% | +23.7% | -57.1% | -50.5% |
| 1Y | -40.6% | +28.7% | -69.4% | -58.4% |
| 3Y | -16.3% | +79.7% | -96.0% | -64.7% |
| All | -26.4% | +68.9% | -95.2% | -64.5% |
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