-16.0%
NOW vs IAG
+573.1%
-589.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.1% | -5.9% |
| 7D | -6.7% | +4.5% | -11.2% | -6.9% |
| 30D | -25.8% | -5.7% | -20.1% | -25.6% |
| 3M | -12.7% | +10.1% | -22.8% | -13.2% |
| 6M | +11.2% | +7.3% | +4.0% | +10.5% |
| YTD | -33.2% | +6.1% | -39.3% | -34.2% |
| 1Y | -41.8% | +46.8% | -88.6% | -44.0% |
| All | -16.0% | +573.1% | -589.1% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling