+170.4%
NXT vs IOVA
+7.5%
+162.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -3.3% |
| 7D | -0.2% | -2.2% | +2.0% | 0.0% |
| 30D | -20.0% | +31.7% | -51.7% | -22.3% |
| 3M | -30.9% | +117.3% | -148.2% | -36.9% |
| 6M | -23.8% | +55.8% | -79.6% | -28.7% |
| YTD | -5.4% | +208.8% | -214.2% | -17.8% |
| 1Y | +28.0% | +255.7% | -227.7% | +9.0% |
| 3Y | +93.3% | +41.7% | +51.6% | +61.4% |
| All | +170.4% | +7.5% | +162.9% | +145.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling