+1,972.6%
NOW vs IAG
+63.2%
+1,909.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.2% | -7.6% | -0.7% |
| 7D | -3.0% | +21.4% | -24.4% | -3.9% |
| 30D | -26.0% | +4.0% | -30.1% | -26.2% |
| 3M | -13.1% | +17.0% | -30.1% | -13.9% |
| 6M | +14.5% | +1.4% | +13.1% | +14.0% |
| YTD | -33.4% | +13.8% | -47.2% | -34.4% |
| 1Y | -40.6% | +55.8% | -96.4% | -42.4% |
| 3Y | -16.3% | +647.4% | -663.7% | -25.7% |
| 5Y | -26.3% | +519.1% | -545.5% | -35.4% |
| 10Y | +512.7% | +345.6% | +167.1% | +434.3% |
| All | +1,972.6% | +63.2% | +1,909.4% | +1,826.9% |
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