-7.1%
NXT vs IOVA
+233.9%
-241.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.1% | -3.7% | -4.7% |
| 7D | +4.0% | -8.5% | +12.5% | +4.7% |
| 30D | +15.9% | -44.7% | +60.7% | +20.8% |
| 3M | -3.0% | +26.2% | -29.3% | -7.3% |
| 6M | -20.7% | +123.2% | -143.9% | -29.4% |
| YTD | +14.6% | +196.0% | -181.4% | -2.1% |
| 1Y | -7.1% | +240.9% | -248.0% | -23.5% |
| All | -7.1% | +233.9% | -241.0% | -23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling