+945.1%
IGV vs NVO
+3,250.5%
-2,305.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.5% |
| 7D | -1.5% | -4.7% | +3.2% | -0.2% |
| 30D | -3.0% | -5.4% | +2.4% | -1.7% |
| 3M | +9.6% | +7.0% | +2.6% | +6.9% |
| 6M | +16.1% | +17.6% | -1.5% | +10.0% |
| YTD | -3.6% | -8.0% | +4.4% | -3.3% |
| 1Y | -7.8% | -13.8% | +6.0% | -6.5% |
| 3Y | +40.0% | -50.3% | +90.2% | +57.5% |
| 5Y | +21.2% | +0.7% | +20.6% | +7.0% |
| 10Y | +364.4% | +155.6% | +208.8% | +204.6% |
| All | +945.1% | +3,250.5% | -2,305.4% | +243.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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