+1,040.6%
NBIS vs IOVA
-19.8%
+1,060.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.4% | -1.7% | -4.6% |
| 7D | +8.3% | -6.4% | +14.7% | +9.3% |
| 30D | +18.1% | +25.4% | -7.4% | +14.3% |
| 3M | +7.8% | +115.3% | -107.6% | -4.9% |
| 6M | +136.6% | +56.5% | +80.0% | +115.2% |
| YTD | +172.5% | +198.2% | -25.7% | +125.9% |
| 1Y | +144.3% | +242.0% | -97.8% | +97.5% |
| All | +1,040.6% | -19.8% | +1,060.4% | +1,117.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling