+1,972.6%
NOW vs IWF
+723.2%
+1,249.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.6% | -2.0% |
| 7D | -3.0% | -5.0% | +2.0% | +3.5% |
| 30D | -26.0% | -13.2% | -12.8% | -10.8% |
| 3M | -13.1% | -9.4% | -3.7% | -1.1% |
| 6M | +14.5% | -8.6% | +23.1% | +27.5% |
| YTD | -33.4% | -5.3% | -28.1% | -29.5% |
| 1Y | -40.6% | -5.0% | -35.6% | -37.6% |
| 3Y | -16.3% | +64.6% | -81.0% | -59.0% |
| 5Y | -26.3% | +50.8% | -77.1% | -57.5% |
| 10Y | +512.7% | +385.7% | +127.0% | -35.0% |
| All | +1,972.6% | +723.2% | +1,249.3% | +18.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling