+17.9%
NOW vs IWF
+81.4%
-63.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.4% | +0.5% | -2.9% | -2.9% |
| 30D | +20.5% | -0.4% | +20.9% | +21.1% |
| 3M | +18.3% | -2.6% | +21.0% | +21.2% |
| 6M | +24.1% | +9.1% | +14.9% | +12.9% |
| YTD | -7.8% | +4.5% | -12.3% | -11.9% |
| 1Y | -21.4% | +10.1% | -31.5% | -29.5% |
| All | +17.9% | +81.4% | -63.6% | -39.9% |
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