+18.3%
NOW vs IOVA
+44.8%
-26.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.0% |
| 7D | -2.4% | +9.7% | -12.1% | -2.8% |
| 30D | +20.5% | +102.5% | -82.0% | +16.2% |
| 3M | +18.3% | +100.7% | -82.3% | +13.7% |
| 6M | +24.1% | +106.3% | -82.3% | +18.5% |
| YTD | -7.8% | +222.0% | -229.8% | -14.7% |
| 1Y | -21.4% | +299.5% | -320.9% | -28.5% |
| All | +18.3% | +44.8% | -26.5% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling