-50.3%
NVTS vs IOVA
+104.0%
-154.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.7% | +0.6% | -3.9% |
| 7D | +21.6% | -1.4% | +23.0% | +22.1% |
| 30D | -8.5% | -47.4% | +38.9% | +0.6% |
| 3M | -31.4% | +13.2% | -44.6% | -35.1% |
| 6M | -50.3% | +114.3% | -164.7% | -60.2% |
| All | -50.3% | +104.0% | -154.3% | -60.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling