+884.0%
NUE vs IOVA
-91.7%
+975.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.8% |
| 7D | +1.8% | +5.1% | -3.3% | +1.7% |
| 30D | -6.0% | +37.2% | -43.2% | -6.6% |
| 3M | +1.4% | +117.5% | -116.1% | -0.3% |
| 6M | +52.8% | +69.6% | -16.8% | +50.6% |
| YTD | +58.1% | +218.7% | -160.6% | +53.7% |
| 1Y | +80.4% | +265.5% | -185.1% | +74.6% |
| 3Y | +62.3% | +46.2% | +16.1% | +57.3% |
| 5Y | +146.2% | -63.2% | +209.4% | +140.9% |
| 10Y | +549.5% | +6.1% | +543.4% | +522.8% |
| All | +884.0% | -91.7% | +975.7% | +797.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling