+299.5%
IOVA vs NTR
+43.1%
+256.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.6% | +2.6% | +1.1% |
| 7D | +9.7% | +8.1% | +1.6% | +9.5% |
| 30D | +102.5% | +18.8% | +83.8% | +101.8% |
| 3M | +100.7% | +16.2% | +84.5% | +100.3% |
| 6M | +106.3% | +9.8% | +96.6% | +102.7% |
| YTD | +222.0% | +30.9% | +191.1% | +200.5% |
| 1Y | +299.5% | +41.8% | +257.8% | +248.7% |
| All | +299.5% | +43.1% | +256.5% | +248.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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