+59.4%
IAG vs NVMI
-11.6%
+71.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -2.4% | +12.7% | +11.2% |
| 7D | +1.1% | -11.8% | +12.9% | +6.2% |
| 30D | -5.3% | -24.8% | +19.6% | +5.6% |
| 3M | +18.0% | -28.6% | +46.6% | +33.4% |
| 6M | +7.1% | -40.0% | +47.1% | +27.0% |
| YTD | +5.9% | -10.1% | +16.0% | +12.2% |
| 1Y | +59.4% | -9.8% | +69.1% | +68.0% |
| All | +59.4% | -11.6% | +71.0% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 1y: compounded portfolio wealth divided by compounded NVMI 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…
1y analysis · Full analysis span regression · 6 months rolling