-99.2%
NVD vs IOVA
+33.0%
-132.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.1% | +5.0% | +1.6% |
| 7D | +0.5% | -2.2% | +2.7% | +0.4% |
| 30D | -9.3% | +31.7% | -41.0% | -7.0% |
| 3M | -22.1% | +117.3% | -139.4% | -16.0% |
| 6M | -45.8% | +55.8% | -101.6% | -42.6% |
| YTD | -46.7% | +208.8% | -255.5% | -39.4% |
| 1Y | -59.5% | +255.7% | -315.2% | -53.0% |
| 3Y | -99.2% | +41.7% | -140.8% | -99.0% |
| All | -99.2% | +33.0% | -132.1% | -99.0% |
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 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