-21.2%
NOW vs IAG
+655.1%
-676.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.1% | +3.1% | -1.8% |
| 7D | -1.7% | -2.1% | +0.4% | -1.6% |
| 30D | -27.4% | -6.2% | -21.2% | -27.2% |
| 3M | -19.4% | -5.1% | -14.3% | -19.4% |
| 6M | +13.1% | -10.0% | +23.1% | +13.3% |
| YTD | -34.3% | +3.9% | -38.2% | -35.3% |
| 1Y | -41.8% | +18.9% | -60.6% | -43.2% |
| All | -21.2% | +655.1% | -676.2% | -30.2% |
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