+6.8%
NOW vs IWF
+73.7%
-66.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -2.4% | +0.5% | -2.9% | -3.0% |
| 30D | +20.5% | -0.4% | +20.9% | +21.2% |
| 3M | +18.3% | -2.6% | +21.0% | +21.3% |
| 6M | +24.1% | +9.1% | +14.9% | +9.9% |
| YTD | -7.8% | +4.5% | -12.3% | -13.5% |
| 1Y | -21.4% | +10.1% | -31.5% | -31.5% |
| 3Y | +19.5% | +77.6% | -58.1% | -47.1% |
| All | +6.8% | +73.7% | -66.9% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling