+56.3%
NTAP vs IOVA
+265.5%
-209.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.9% | +1.9% |
| 7D | +3.3% | +5.1% | -1.8% | +3.3% |
| 30D | -0.2% | +37.2% | -37.4% | 0.0% |
| 3M | +11.4% | +117.5% | -106.1% | +12.1% |
| 6M | +88.7% | +69.6% | +19.1% | +89.9% |
| YTD | +78.9% | +218.7% | -139.8% | +79.2% |
| All | +56.3% | +265.5% | -209.2% | +58.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling