-28.6%
NOW vs IGV
-5.9%
-22.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.2% | -2.4% |
| 7D | -6.1% | -3.3% | -2.8% | -1.2% |
| 30D | +7.5% | 0.0% | +7.5% | +7.6% |
| 3M | +17.5% | +7.3% | +10.2% | +6.3% |
| 6M | +7.9% | +16.7% | -8.8% | -10.5% |
| YTD | -12.4% | -2.8% | -9.5% | -10.9% |
| 1Y | -28.6% | -6.7% | -21.9% | -24.5% |
| All | -28.6% | -5.9% | -22.7% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 1y: compounded portfolio wealth divided by compounded IGV 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…
1y analysis · Full analysis span regression · 6 months rolling