+193.4%
NI vs IOVA
+0.8%
+192.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.5% |
| 7D | +4.3% | -3.5% | +7.8% | +4.4% |
| 30D | +12.4% | -45.4% | +57.8% | +14.3% |
| 3M | +10.2% | +19.0% | -8.8% | +8.4% |
| 6M | -0.8% | +112.0% | -112.8% | -5.2% |
| YTD | +13.2% | +184.2% | -171.0% | +6.2% |
| 1Y | +10.1% | +222.0% | -211.9% | +2.6% |
| 3Y | +103.1% | +92.6% | +10.5% | +85.6% |
| 5Y | +115.5% | -63.2% | +178.7% | +104.1% |
| All | +193.4% | +0.8% | +192.6% | +177.1% |
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 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