+28.0%
NU vs IOVA
-58.4%
+86.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.7% | +10.0% | +11.5% |
| 7D | +9.9% | -3.5% | +13.4% | +10.4% |
| 30D | -11.5% | -45.4% | +33.9% | -6.2% |
| 3M | -5.1% | +19.0% | -24.1% | -9.6% |
| 6M | +3.1% | +112.0% | -108.9% | -11.0% |
| YTD | -21.0% | +184.2% | -205.3% | -35.9% |
| 1Y | -15.2% | +222.0% | -237.2% | -32.7% |
| 3Y | +56.4% | +92.6% | -36.1% | +11.7% |
| All | +28.0% | -58.4% | +86.4% | +8.7% |
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