+501.5%
NVT vs IOVA
-47.0%
+548.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.9% |
| 7D | +8.0% | -3.5% | +11.5% | +8.3% |
| 30D | -24.8% | -45.4% | +20.6% | -21.3% |
| 3M | -32.4% | +19.0% | -51.4% | -34.4% |
| 6M | -33.5% | +112.0% | -145.5% | -39.6% |
| YTD | +13.2% | +184.2% | -171.1% | -1.3% |
| 1Y | +9.0% | +222.0% | -213.0% | -6.4% |
| 3Y | +129.4% | +92.6% | +36.8% | +88.8% |
| 5Y | +230.1% | -63.2% | +293.2% | +198.4% |
| All | +501.5% | -47.0% | +548.6% | +382.9% |
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