-26.4%
NOW vs IOVA
-67.9%
+41.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -0.8% |
| 7D | -3.0% | -5.2% | +2.2% | -2.5% |
| 30D | -26.0% | -37.8% | +11.7% | -22.2% |
| 3M | -13.1% | +29.5% | -42.6% | -14.3% |
| 6M | +14.5% | +96.6% | -82.1% | +7.5% |
| YTD | -33.4% | +194.5% | -227.9% | -40.6% |
| 1Y | -40.6% | +248.1% | -288.7% | -48.0% |
| 3Y | -16.3% | +86.1% | -102.4% | -31.5% |
| All | -26.4% | -67.9% | +41.6% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling