+730.1%
NVT vs IOVA
-42.5%
+772.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -2.2% |
| 7D | +7.0% | -2.2% | +9.2% | +7.2% |
| 30D | -2.3% | +31.7% | -34.1% | -4.9% |
| 3M | -3.1% | +117.3% | -120.4% | -10.8% |
| 6M | +47.0% | +55.8% | -8.8% | +38.4% |
| YTD | +56.2% | +208.8% | -152.6% | +36.8% |
| 1Y | +74.5% | +255.7% | -181.2% | +49.4% |
| 3Y | +184.0% | +41.7% | +142.3% | +142.6% |
| 5Y | +410.8% | -64.9% | +475.7% | +369.5% |
| All | +730.1% | -42.5% | +772.6% | +569.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling