+18.8%
NVDL vs IOVA
+259.8%
-241.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.7% | -5.8% | -0.4% |
| 7D | -10.3% | -2.2% | -8.2% | -10.3% |
| 30D | -7.1% | +27.6% | -34.7% | -7.6% |
| 3M | +6.6% | +117.2% | -110.6% | +4.2% |
| 6M | +21.1% | +77.7% | -56.6% | +17.9% |
| YTD | +15.2% | +215.0% | -199.8% | +10.9% |
| 1Y | +18.8% | +255.4% | -236.6% | +23.6% |
| All | +18.8% | +259.8% | -241.0% | +23.6% |
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