+78.8%
IVV vs NKE
-58.4%
+137.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | +0.5% | -0.1% | +0.6% | +0.5% |
| 30D | -1.0% | -7.7% | +6.7% | +0.2% |
| 3M | +3.9% | -10.9% | +14.8% | +5.4% |
| 6M | +14.5% | -31.9% | +46.4% | +20.7% |
| YTD | +12.9% | -38.6% | +51.5% | +20.9% |
| 1Y | +19.4% | -46.9% | +66.3% | +30.7% |
| 3Y | +78.8% | -58.2% | +137.0% | +89.1% |
| All | +78.8% | -58.4% | +137.2% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NKE.
Daily Out/Under-Performance
Portfolio return minus NKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NKE 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 NKE 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