+41.5%
NU vs IOVA
-53.9%
+95.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.7% | -8.3% | -3.4% |
| 7D | -4.9% | -2.2% | -2.7% | -4.7% |
| 30D | +7.8% | +27.6% | -19.8% | +4.2% |
| 3M | +20.9% | +117.2% | -96.2% | +7.1% |
| 6M | +0.9% | +77.7% | -76.8% | -9.2% |
| YTD | -12.7% | +215.0% | -227.7% | -28.3% |
| 1Y | -6.4% | +255.4% | -261.8% | -25.6% |
| 3Y | +98.1% | +42.6% | +55.5% | +53.5% |
| All | +41.5% | -53.9% | +95.5% | +21.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling