+3.6%
NVT vs IOVA
+362.8%
-359.2%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -1.5% | -11.2% | -12.7% |
| 7D | -19.5% | -41.3% | +21.8% | -18.6% |
| 30D | -32.4% | -38.5% | +6.1% | -31.7% |
| 3M | -30.3% | +99.5% | -129.9% | -31.4% |
| 6M | -30.4% | +126.0% | -156.4% | -31.8% |
| YTD | +11.3% | +218.7% | -207.3% | +9.0% |
| 1Y | +3.6% | +378.0% | -374.4% | +2.5% |
| All | +3.6% | +362.8% | -359.2% | +2.5% |
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