+2,494.8%
NVDL vs IOVA
+19.9%
+2,474.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.4% | -1.3% | -4.4% |
| 7D | -8.7% | -6.4% | -2.2% | -8.1% |
| 30D | -1.3% | +25.4% | -26.7% | -3.2% |
| 3M | +11.4% | +115.3% | -104.0% | +2.8% |
| 6M | +22.9% | +56.5% | -33.6% | +16.0% |
| YTD | +15.4% | +198.2% | -182.7% | +1.6% |
| 1Y | +18.8% | +242.0% | -223.3% | +2.1% |
| 3Y | +641.4% | +36.8% | +604.6% | +547.1% |
| All | +2,494.8% | +19.9% | +2,474.9% | +2,058.0% |
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