+1,980.5%
NOW vs IOVA
-84.5%
+2,065.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -11.0% | +5.1% | -5.5% |
| 7D | -6.7% | -19.0% | +12.4% | -5.9% |
| 30D | -25.8% | -40.3% | +14.5% | -24.1% |
| 3M | -12.7% | +78.3% | -91.0% | -14.9% |
| 6M | +11.2% | +94.5% | -83.2% | +7.6% |
| YTD | -33.2% | +183.5% | -216.7% | -36.7% |
| 1Y | -41.8% | +327.6% | -369.4% | -45.9% |
| 3Y | -15.7% | +83.8% | -99.5% | -21.6% |
| 5Y | -26.0% | -69.0% | +43.0% | -28.5% |
| 10Y | +515.1% | +33.4% | +481.6% | +463.8% |
| All | +1,980.5% | -84.5% | +2,065.0% | +1,737.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling