+70.8%
NVT vs IAG
+86.2%
-15.4%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.8% | +4.5% |
| 7D | +4.1% | -1.1% | +5.1% | +4.3% |
| 30D | -5.1% | +12.1% | -17.2% | -7.4% |
| 3M | -1.2% | +25.5% | -26.7% | -6.4% |
| 6M | +46.6% | -7.1% | +53.7% | +44.4% |
| YTD | +60.0% | +22.9% | +37.1% | +49.6% |
| 1Y | +70.8% | +83.3% | -12.6% | +44.0% |
| All | +70.8% | +86.2% | -15.4% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling