+180.5%
NXT vs IOVA
+11.0%
+169.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.2% |
| 7D | +2.9% | +5.1% | -2.2% | +2.4% |
| 30D | -17.2% | +37.2% | -54.5% | -20.0% |
| 3M | -32.0% | +117.5% | -149.5% | -37.8% |
| 6M | -15.8% | +69.6% | -85.3% | -21.8% |
| YTD | -1.9% | +218.7% | -220.6% | -14.9% |
| 1Y | +22.5% | +265.5% | -243.1% | +4.0% |
| 3Y | +100.5% | +46.2% | +54.3% | +66.9% |
| All | +180.5% | +11.0% | +169.6% | +154.1% |
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