-24.4%
NOW vs IOVA
-65.6%
+41.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.0% | +3.2% |
| 7D | -5.6% | -7.0% | +1.5% | -4.9% |
| 30D | -26.8% | -44.4% | +17.7% | -22.3% |
| 3M | -19.4% | +24.7% | -44.1% | -20.3% |
| 6M | +12.3% | +118.6% | -106.3% | +4.6% |
| YTD | -32.9% | +196.3% | -229.3% | -40.1% |
| 1Y | -40.3% | +205.3% | -245.6% | -47.0% |
| 3Y | -19.1% | +103.8% | -122.8% | -34.5% |
| 5Y | -24.4% | -65.6% | +41.2% | -24.0% |
| All | -24.4% | -65.6% | +41.3% | -24.0% |
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