+803.3%
NVDX vs IAG
+762.1%
+41.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.6% |
| 7D | -10.2% | -1.1% | -9.1% | -9.9% |
| 30D | -7.3% | +12.1% | -19.5% | -10.5% |
| 3M | +5.5% | +25.5% | -20.0% | -1.9% |
| 6M | +18.3% | -7.1% | +25.4% | +18.4% |
| YTD | +11.4% | +22.9% | -11.4% | +1.8% |
| 1Y | +12.7% | +83.3% | -70.7% | -9.0% |
| All | +803.3% | +762.1% | +41.2% | +441.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling