+97.7%
NVTS vs IAG
+94.1%
+3.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.2% | -1.7% | -2.7% |
| 7D | +0.5% | -4.1% | +4.5% | +2.6% |
| 30D | -18.0% | +10.6% | -28.6% | -22.9% |
| 3M | -45.6% | +35.4% | -81.0% | -54.1% |
| 6M | +28.5% | -9.5% | +38.0% | +29.8% |
| YTD | +56.2% | +21.8% | +34.3% | +28.4% |
| 1Y | +97.7% | +84.1% | +13.6% | +18.8% |
| All | +97.7% | +94.1% | +3.6% | +18.8% |
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