+82.9%
NUE vs IOVA
+259.8%
-176.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.7% | -4.1% | +1.5% |
| 7D | -0.6% | -2.2% | +1.5% | -0.6% |
| 30D | -4.6% | +27.6% | -32.2% | -4.7% |
| 3M | -0.3% | +117.2% | -117.5% | -1.8% |
| 6M | +51.9% | +77.7% | -25.8% | +49.3% |
| YTD | +60.0% | +215.0% | -155.0% | +57.1% |
| 1Y | +82.9% | +255.4% | -172.5% | +81.1% |
| All | +82.9% | +259.8% | -176.9% | +81.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling