+953.6%
IGV vs NOK
+27.2%
+926.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.2% | -8.0% | -3.4% |
| 7D | -3.3% | +7.3% | -10.6% | -5.2% |
| 30D | 0.0% | +13.8% | -13.8% | -3.7% |
| 3M | +7.3% | -27.0% | +34.4% | +14.8% |
| 6M | +16.7% | +37.6% | -20.9% | +3.0% |
| YTD | -2.8% | +64.6% | -67.5% | -18.7% |
| 1Y | -6.7% | +132.0% | -138.7% | -30.0% |
| 3Y | +41.1% | +183.7% | -142.5% | -2.3% |
| 5Y | +22.0% | +101.3% | -79.3% | -7.5% |
| 10Y | +357.9% | +122.4% | +235.5% | +196.2% |
| All | +953.6% | +27.2% | +926.4% | +480.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling