-9.7%
IGV vs NOK
+143.5%
-153.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.8% | -4.5% | 0.0% |
| 7D | -2.9% | +11.0% | -13.9% | -3.6% |
| 30D | -1.5% | +7.8% | -9.4% | -2.1% |
| 3M | +11.7% | -21.0% | +32.7% | +13.1% |
| 6M | +18.4% | +40.9% | -22.5% | +12.7% |
| YTD | -3.9% | +72.0% | -76.0% | -10.6% |
| 1Y | -9.7% | +140.9% | -150.6% | -15.8% |
| All | -9.7% | +143.5% | -153.2% | -15.8% |
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