+177.4%
NXT vs IOVA
+12.1%
+165.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +1.1% |
| 7D | -1.1% | +9.7% | -10.8% | -2.0% |
| 30D | -15.3% | +102.5% | -117.9% | -21.8% |
| 3M | -43.8% | +100.7% | -144.5% | -48.2% |
| 6M | -18.7% | +106.3% | -125.0% | -25.9% |
| YTD | -3.0% | +222.0% | -225.0% | -16.0% |
| 1Y | +22.7% | +299.5% | -276.8% | +3.2% |
| 3Y | +95.9% | +42.9% | +53.0% | +63.5% |
| All | +177.4% | +12.1% | +165.3% | +151.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling