+866.8%
NVDX vs IAG
+755.7%
+111.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.8% | -2.1% | -3.4% |
| 7D | +7.3% | +4.3% | +3.1% | +6.1% |
| 30D | -0.9% | +9.8% | -10.7% | -3.7% |
| 3M | +8.4% | +28.9% | -20.5% | 0.0% |
| 6M | +38.2% | -7.6% | +45.7% | +38.5% |
| YTD | +19.3% | +22.0% | -2.7% | +9.2% |
| 1Y | +33.3% | +99.5% | -66.3% | +5.1% |
| All | +866.8% | +755.7% | +111.0% | +480.4% |
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 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