-40.6%
NOW vs IOVA
+255.8%
-296.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -0.8% |
| 7D | -3.0% | -5.2% | +2.2% | -2.4% |
| 30D | -26.0% | -37.8% | +11.7% | -20.9% |
| 3M | -13.1% | +29.5% | -42.6% | -9.2% |
| 6M | +14.5% | +96.6% | -82.1% | +17.7% |
| YTD | -33.4% | +194.5% | -227.9% | -35.2% |
| 1Y | -40.6% | +248.1% | -288.7% | -43.1% |
| All | -40.6% | +255.8% | -296.4% | -43.1% |
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 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