+11.4%
NEE vs IOVA
+362.8%
-351.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.4% | +4.9% |
| 7D | +9.2% | -41.3% | +50.4% | +9.3% |
| 30D | +16.0% | -38.5% | +54.5% | +16.0% |
| 3M | +2.2% | +99.5% | -97.3% | +0.7% |
| 6M | -6.0% | +126.0% | -132.0% | -7.9% |
| YTD | +12.6% | +218.7% | -206.1% | +10.1% |
| 1Y | +11.4% | +378.0% | -366.6% | +7.6% |
| All | +11.4% | +362.8% | -351.4% | +7.6% |
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