+506.3%
NOW vs IOVA
+12.2%
+494.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.9% |
| 7D | -8.7% | -8.5% | -0.3% | -7.8% |
| 30D | -29.3% | -44.7% | +15.4% | -23.8% |
| 3M | -21.8% | +26.2% | -48.1% | -23.9% |
| 6M | +9.2% | +123.2% | -114.0% | -2.4% |
| YTD | -35.0% | +196.0% | -230.9% | -45.0% |
| 1Y | -42.5% | +240.9% | -283.4% | -52.4% |
| 3Y | -21.5% | +103.5% | -125.1% | -40.4% |
| 5Y | -25.8% | -65.5% | +39.7% | -33.2% |
| 10Y | +506.3% | +7.0% | +499.3% | +328.8% |
| All | +506.3% | +12.2% | +494.1% | +328.8% |
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