+10.9%
NVS vs IOVA
+240.6%
-229.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.2% |
| 7D | -15.7% | -6.4% | -9.3% | -15.4% |
| 30D | -11.1% | +25.4% | -36.5% | -12.3% |
| 3M | -7.2% | +115.3% | -122.5% | -12.0% |
| 6M | -12.3% | +56.5% | -68.9% | -15.8% |
| YTD | +2.8% | +198.2% | -195.4% | -5.1% |
| All | +10.9% | +240.6% | -229.7% | +3.0% |
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 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