+2,490.2%
NVDL vs IAG
+874.0%
+1,616.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | -10.3% | -1.1% | -9.2% | -10.1% |
| 30D | -7.1% | +12.1% | -19.2% | -9.4% |
| 3M | +6.6% | +25.5% | -18.9% | +1.1% |
| 6M | +21.1% | -7.1% | +28.2% | +20.9% |
| YTD | +15.2% | +22.9% | -7.6% | +8.5% |
| 1Y | +18.8% | +83.3% | -64.6% | +3.5% |
| 3Y | +649.9% | +808.5% | -158.6% | +472.9% |
| All | +2,490.2% | +874.0% | +1,616.1% | +1,877.4% |
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