-25.1%
NOW vs IOVA
-63.3%
+38.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.4% |
| 7D | +0.3% | -3.5% | +3.8% | +0.6% |
| 30D | -27.0% | -45.4% | +18.4% | -22.3% |
| 3M | -19.6% | +19.0% | -38.7% | -20.2% |
| 6M | +17.5% | +112.0% | -94.6% | +9.7% |
| YTD | -33.3% | +184.2% | -217.5% | -40.2% |
| 1Y | -39.8% | +222.0% | -261.8% | -46.9% |
| 3Y | -19.9% | +92.6% | -112.5% | -34.9% |
| All | -25.1% | -63.3% | +38.2% | -26.4% |
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