-40.7%
NOW vs IAG
+52.4%
-93.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.8% | -5.0% | +0.6% |
| 7D | -3.1% | +24.0% | -27.1% | -3.8% |
| 30D | -27.0% | +5.5% | -32.6% | -27.3% |
| 3M | -17.7% | +8.3% | -26.0% | -18.1% |
| 6M | +12.7% | +6.1% | +6.6% | +12.1% |
| YTD | -32.9% | +20.3% | -53.2% | -35.4% |
| All | -40.7% | +52.4% | -93.1% | -44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling