+402.8%
NVT vs IOVA
-66.4%
+469.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.9% |
| 7D | +2.0% | -6.4% | +8.5% | +2.5% |
| 30D | -7.2% | +25.4% | -32.6% | -8.9% |
| 3M | -0.9% | +115.3% | -116.2% | -7.4% |
| 6M | +42.6% | +56.5% | -14.0% | +35.6% |
| YTD | +52.9% | +198.2% | -145.3% | +37.4% |
| 1Y | +64.5% | +242.0% | -177.6% | +45.0% |
| 3Y | +178.0% | +36.8% | +141.2% | +145.7% |
| 5Y | +402.8% | -64.3% | +467.0% | +357.0% |
| All | +402.8% | -66.4% | +469.2% | +357.0% |
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