-26.0%
NOW vs IWD
+70.2%
-96.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.6% | -3.3% | -2.6% |
| 7D | -6.7% | -0.9% | -5.8% | -5.5% |
| 30D | -25.8% | +2.6% | -28.4% | -28.4% |
| 3M | -12.7% | +1.2% | -13.9% | -14.2% |
| 6M | +11.2% | +12.1% | -0.9% | -4.4% |
| YTD | -33.2% | +24.1% | -57.3% | -50.6% |
| 1Y | -41.8% | +28.5% | -70.3% | -59.1% |
| 3Y | -15.7% | +79.5% | -95.1% | -64.3% |
| 5Y | -26.0% | +70.3% | -96.3% | -64.9% |
| All | -26.0% | +70.2% | -96.3% | -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