-1.0%
NCLH vs IOVA
+362.8%
-363.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -1.5% | +8.2% | +6.8% |
| 7D | +15.8% | -41.3% | +57.1% | +15.3% |
| 30D | +25.1% | -38.5% | +63.6% | +24.3% |
| 3M | -7.3% | +99.5% | -106.9% | -11.2% |
| 6M | +8.1% | +126.0% | -117.8% | +2.0% |
| YTD | -16.7% | +218.7% | -235.3% | -21.9% |
| 1Y | -1.0% | +378.0% | -379.0% | -5.0% |
| All | -1.0% | +362.8% | -363.8% | -5.0% |
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