+1,980.5%
NOW vs IWD
+417.9%
+1,562.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.6% | -3.3% | -3.1% |
| 7D | -6.7% | -0.9% | -5.8% | -5.7% |
| 30D | -25.8% | +2.6% | -28.4% | -28.1% |
| 3M | -12.7% | +1.2% | -13.9% | -13.9% |
| 6M | +11.2% | +12.1% | -0.9% | -2.2% |
| YTD | -33.2% | +24.1% | -57.3% | -48.0% |
| 1Y | -41.8% | +28.5% | -70.3% | -56.5% |
| 3Y | -15.7% | +79.5% | -95.1% | -56.4% |
| 5Y | -26.0% | +70.3% | -96.3% | -58.3% |
| 10Y | +515.1% | +212.5% | +302.5% | +66.8% |
| All | +1,980.5% | +417.9% | +1,562.6% | +241.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling