+575.6%
NUE vs IOVA
+9.7%
+565.9%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.7% | -4.1% | +1.2% |
| 7D | -0.6% | -2.2% | +1.5% | -0.5% |
| 30D | -4.6% | +27.6% | -32.2% | -6.3% |
| 3M | -0.3% | +117.2% | -117.5% | -6.6% |
| 6M | +51.9% | +77.7% | -25.8% | +43.6% |
| YTD | +60.0% | +215.0% | -155.0% | +44.0% |
| 1Y | +82.9% | +255.4% | -172.5% | +61.9% |
| 3Y | +66.0% | +42.6% | +23.4% | +46.4% |
| 5Y | +149.0% | -62.2% | +211.2% | +130.7% |
| All | +575.6% | +9.7% | +565.9% | +414.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling