+800.9%
IAG vs NVMI
+203.1%
+597.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.1% | -0.1% | -1.7% |
| 7D | -4.1% | +3.8% | -7.8% | -4.9% |
| 30D | +10.6% | -7.6% | +18.2% | +12.4% |
| 3M | +35.4% | -28.0% | +63.4% | +44.2% |
| 6M | -9.5% | -15.3% | +5.8% | -6.6% |
| YTD | +21.8% | +11.5% | +10.4% | +21.2% |
| 1Y | +84.1% | +31.6% | +52.5% | +79.2% |
| All | +800.9% | +203.1% | +597.8% | +745.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling