+6.8%
NOW vs IAG
+764.1%
-757.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -2.8% |
| 7D | -2.4% | -0.5% | -1.8% | -2.4% |
| 30D | +20.5% | +28.9% | -8.4% | +18.4% |
| 3M | +18.3% | +19.1% | -0.8% | +16.7% |
| 6M | +24.1% | -10.3% | +34.3% | +24.3% |
| YTD | -7.8% | +24.2% | -32.0% | -10.4% |
| 1Y | -21.4% | +116.5% | -137.9% | -27.3% |
| 3Y | +19.5% | +742.8% | -723.3% | -3.4% |
| All | +6.8% | +764.1% | -757.3% | -14.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling