+83.3%
IAG vs NVMI
+32.8%
+50.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.7% | +0.2% |
| 7D | -1.1% | -0.1% | -1.0% | -1.1% |
| 30D | +12.1% | -8.4% | +20.5% | +15.8% |
| 3M | +25.5% | -33.6% | +59.1% | +44.9% |
| 6M | -7.1% | -14.7% | +7.6% | -4.2% |
| YTD | +22.9% | +13.2% | +9.6% | +15.2% |
| 1Y | +83.3% | +29.0% | +54.3% | +55.2% |
| All | +83.3% | +32.8% | +50.6% | +55.2% |
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