-16.3%
NOW vs IWF
+65.2%
-81.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.6% | -1.7% |
| 7D | -3.0% | -5.0% | +2.0% | +2.1% |
| 30D | -26.0% | -13.2% | -12.8% | -14.4% |
| 3M | -13.1% | -9.4% | -3.7% | -3.8% |
| 6M | +14.5% | -8.6% | +23.1% | +25.2% |
| YTD | -33.4% | -5.3% | -28.1% | -29.7% |
| 1Y | -40.6% | -5.0% | -35.6% | -37.6% |
| 3Y | -16.3% | +64.6% | -81.0% | -54.0% |
| All | -16.3% | +65.2% | -81.5% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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