+2,771.1%
NOW vs IWF
+808.3%
+1,962.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +21.2% |
| 6M | +24.1% | +9.1% | +14.9% | +9.1% |
| YTD | -7.8% | +4.5% | -12.3% | -14.0% |
| 1Y | -21.4% | +10.1% | -31.5% | -32.1% |
| 3Y | +19.5% | +77.6% | -58.1% | -46.9% |
| 5Y | +4.1% | +73.7% | -69.6% | -50.1% |
| 10Y | +826.4% | +411.5% | +414.9% | -6.7% |
| All | +2,771.1% | +808.3% | +1,962.8% | +44.0% |
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 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