+28.2%
IGV vs NU
+36.3%
-8.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.6% | -1.8% |
| 7D | -3.3% | +6.0% | -9.3% | -4.7% |
| 30D | 0.0% | +10.8% | -10.8% | -2.7% |
| 3M | +7.3% | +32.2% | -24.8% | -0.1% |
| 6M | +16.7% | +5.1% | +11.6% | +14.3% |
| YTD | -2.8% | -8.4% | +5.6% | -2.0% |
| 1Y | -6.7% | +0.7% | -7.4% | -8.2% |
| 3Y | +41.1% | +125.1% | -84.0% | +11.7% |
| All | +28.2% | +36.3% | -8.0% | -1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling