-54.2%
NVD vs IOVA
+244.9%
-299.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.4% | +7.9% | +4.3% |
| 7D | +9.0% | -6.4% | +15.5% | +8.8% |
| 30D | -5.5% | +25.4% | -30.9% | -4.9% |
| 3M | -24.6% | +115.3% | -140.0% | -22.8% |
| 6M | -42.1% | +56.5% | -98.6% | -40.5% |
| YTD | -44.3% | +198.2% | -242.5% | -42.2% |
| 1Y | -54.2% | +242.0% | -296.2% | -55.3% |
| All | -54.2% | +244.9% | -299.1% | -55.3% |
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