-24.1%
NU vs IOVA
+362.8%
-386.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.5% | +4.7% | +3.3% |
| 7D | +0.2% | -41.3% | +41.4% | +2.0% |
| 30D | -21.0% | -38.5% | +17.5% | -19.8% |
| 3M | -16.3% | +99.5% | -115.9% | -20.1% |
| 6M | -15.3% | +126.0% | -141.3% | -20.5% |
| YTD | -28.4% | +218.7% | -247.1% | -34.5% |
| 1Y | -24.1% | +378.0% | -402.1% | -30.2% |
| All | -24.1% | +362.8% | -386.9% | -30.2% |
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