+26.4%
IGV vs NU
+33.5%
-7.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.8% | -0.7% |
| 7D | -5.4% | -4.2% | -1.2% | -4.4% |
| 30D | -2.6% | +10.0% | -12.7% | -5.1% |
| 3M | +10.5% | +29.3% | -18.7% | +3.4% |
| 6M | +18.2% | +0.9% | +17.2% | +16.9% |
| YTD | -4.2% | -10.3% | +6.0% | -2.9% |
| 1Y | -9.8% | -3.2% | -6.7% | -10.5% |
| 3Y | +39.1% | +120.6% | -81.4% | +10.7% |
| All | +26.4% | +33.5% | -7.1% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling