+28.0%
NBIS vs IOVA
+362.8%
-334.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.5% | -5.2% | -6.5% |
| 7D | -22.4% | -41.3% | +18.9% | -17.7% |
| 30D | -39.1% | -38.5% | -0.6% | -35.8% |
| 3M | -37.3% | +99.5% | -136.8% | -42.6% |
| 6M | -19.8% | +126.0% | -145.8% | -27.9% |
| YTD | +69.1% | +218.7% | -149.6% | +44.9% |
| 1Y | +28.0% | +378.0% | -350.0% | +14.9% |
| All | +28.0% | +362.8% | -334.7% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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