+205.1%
NBIX vs IOVA
+9.7%
+195.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.7% | -5.9% | -0.9% |
| 7D | +0.4% | -2.2% | +2.5% | +0.6% |
| 30D | -0.2% | +27.6% | -27.8% | -3.4% |
| 3M | -4.0% | +117.2% | -121.2% | -14.0% |
| 6M | +20.6% | +77.7% | -57.1% | +9.4% |
| YTD | +10.1% | +215.0% | -204.9% | -8.0% |
| 1Y | +8.8% | +255.4% | -246.6% | -11.7% |
| 3Y | +42.5% | +42.6% | -0.1% | +13.3% |
| 5Y | +61.5% | -62.2% | +123.7% | +41.9% |
| All | +205.1% | +9.7% | +195.4% | +69.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling