+1,847.4%
NBIX vs IOVA
-92.2%
+1,939.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.4% | +1.0% |
| 7D | -1.1% | -6.4% | +5.3% | -0.9% |
| 30D | -3.3% | +25.4% | -28.7% | -4.2% |
| 3M | -2.7% | +115.3% | -118.0% | -5.8% |
| 6M | +20.6% | +56.5% | -36.0% | +17.6% |
| YTD | +10.4% | +198.2% | -187.8% | +4.9% |
| 1Y | +10.8% | +242.0% | -231.2% | +4.4% |
| 3Y | +43.3% | +36.8% | +6.5% | +35.1% |
| 5Y | +61.8% | -64.3% | +126.1% | +55.9% |
| 10Y | +218.3% | +2.6% | +215.6% | +193.7% |
| All | +1,847.4% | -92.2% | +1,939.6% | +1,534.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling