+244.4%
NXT vs IOVA
+4.2%
+240.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.2% |
| 7D | +15.1% | +1.9% | +13.2% | +14.9% |
| 30D | +21.8% | -44.1% | +65.9% | +27.3% |
| 3M | +1.6% | +28.9% | -27.3% | -2.8% |
| 6M | -16.7% | +125.7% | -142.4% | -25.4% |
| YTD | +20.4% | +199.3% | -178.9% | +3.3% |
| 1Y | +0.2% | +255.2% | -255.0% | -15.6% |
| 3Y | +208.7% | +106.8% | +101.8% | +146.9% |
| All | +244.4% | +4.2% | +240.1% | +208.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling