+1,700.8%
NTRA vs IOVA
-5.8%
+1,706.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | +1.1% | +5.1% | -4.0% | +0.1% |
| 30D | +0.6% | +37.2% | -36.6% | -5.9% |
| 3M | +51.8% | +117.5% | -65.7% | +25.4% |
| 6M | +63.6% | +69.6% | -6.0% | +39.5% |
| YTD | +41.5% | +218.7% | -177.2% | +3.5% |
| 1Y | +93.6% | +265.5% | -171.9% | +34.3% |
| 3Y | +498.0% | +46.2% | +451.8% | +295.0% |
| 5Y | +172.5% | -63.2% | +235.7% | +124.5% |
| 10Y | +2,960.8% | +6.1% | +2,954.7% | +1,649.2% |
| All | +1,700.8% | -5.8% | +1,706.6% | +1,064.0% |
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 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