+103.3%
NU vs IOVA
+41.0%
+62.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +1.0% | -1.9% |
| 7D | -2.6% | -2.2% | -0.4% | -2.4% |
| 30D | +8.2% | +31.7% | -23.5% | +5.7% |
| 3M | +26.3% | +117.3% | -91.0% | +16.9% |
| 6M | +2.2% | +55.8% | -53.6% | -3.2% |
| YTD | -10.4% | +208.8% | -219.2% | -20.8% |
| 1Y | -3.0% | +255.7% | -258.7% | -16.0% |
| All | +103.3% | +41.0% | +62.3% | +75.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling