-2.1%
IGV vs NOK
+123.4%
-125.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.7% | -4.9% | -2.4% |
| 7D | -4.5% | -1.8% | -2.7% | -4.4% |
| 30D | +3.2% | +4.7% | -1.5% | +2.9% |
| 3M | +4.5% | -39.7% | +44.2% | +8.1% |
| 6M | +22.1% | +23.1% | -1.0% | +17.6% |
| YTD | -1.0% | +55.0% | -56.1% | -7.0% |
| 1Y | -2.1% | +118.0% | -120.1% | -6.5% |
| All | -2.1% | +123.4% | -125.5% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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