+38.9%
IGV vs NU
+112.8%
-73.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.3% | -0.2% |
| 7D | -1.5% | -2.6% | +1.1% | -0.8% |
| 30D | -3.0% | +8.2% | -11.3% | -5.4% |
| 3M | +9.6% | +26.3% | -16.7% | +2.2% |
| 6M | +16.1% | +2.2% | +13.9% | +14.3% |
| YTD | -3.6% | -10.4% | +6.8% | -1.9% |
| 1Y | -7.8% | -3.0% | -4.9% | -8.7% |
| All | +38.9% | +112.8% | -73.9% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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