-39.2%
NCLH vs IOVA
+299.5%
-338.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.2% | -0.2% |
| 7D | -6.5% | +9.7% | -16.2% | -6.8% |
| 30D | -23.3% | +102.5% | -125.8% | -26.4% |
| 3M | -18.6% | +100.7% | -119.3% | -22.3% |
| 6M | -26.2% | +106.3% | -132.6% | -30.3% |
| YTD | -30.2% | +222.0% | -252.2% | -36.6% |
| 1Y | -39.2% | +299.5% | -338.7% | -45.3% |
| All | -39.2% | +299.5% | -338.7% | -45.3% |
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 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