+790.0%
NOW vs IAG
+371.0%
+419.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.2% | -4.9% |
| 7D | -6.1% | +4.3% | -10.3% | -6.3% |
| 30D | +7.5% | +9.8% | -2.3% | +6.7% |
| 3M | +17.5% | +28.9% | -11.4% | +15.3% |
| 6M | +7.9% | -7.6% | +15.5% | +7.8% |
| YTD | -12.4% | +22.0% | -34.3% | -14.6% |
| 1Y | -28.6% | +99.5% | -128.1% | -33.1% |
| 3Y | +11.8% | +818.3% | -806.4% | -8.2% |
| 5Y | +2.6% | +785.9% | -783.3% | -18.2% |
| 10Y | +790.0% | +381.1% | +408.9% | +615.0% |
| All | +790.0% | +371.0% | +419.0% | +615.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 10y: compounded portfolio wealth divided by compounded IAG 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…
10y analysis · Full analysis span regression · 6 months rolling