+2,771.1%
NOW vs IAG
+78.1%
+2,693.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -2.9% |
| 7D | -2.4% | -0.5% | -1.8% | -2.4% |
| 30D | +20.5% | +28.9% | -8.4% | +19.1% |
| 3M | +18.3% | +19.1% | -0.8% | +17.2% |
| 6M | +24.1% | -10.3% | +34.3% | +24.1% |
| YTD | -7.8% | +24.2% | -32.0% | -9.4% |
| 1Y | -21.4% | +116.5% | -137.9% | -25.0% |
| 3Y | +19.5% | +742.8% | -723.3% | +5.6% |
| 5Y | +4.1% | +753.3% | -749.3% | -9.9% |
| 10Y | +826.4% | +403.2% | +423.2% | +704.5% |
| All | +2,771.1% | +78.1% | +2,693.0% | +2,561.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling