+602.6%
ABBV vs IOVA
+7.2%
+595.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.2% | +0.4% |
| 7D | +0.1% | -7.0% | +7.1% | +0.4% |
| 30D | +5.6% | -44.4% | +50.0% | +8.1% |
| 3M | +18.7% | +24.7% | -6.0% | +15.7% |
| 6M | +47.4% | +118.6% | -71.2% | +38.1% |
| YTD | +33.0% | +196.3% | -163.4% | +21.4% |
| 1Y | +34.9% | +205.3% | -170.4% | +22.8% |
| 3Y | +135.2% | +103.8% | +31.4% | +105.6% |
| 5Y | +202.1% | -65.6% | +267.6% | +182.9% |
| 10Y | +602.6% | +6.4% | +596.1% | +464.2% |
| All | +602.6% | +7.2% | +595.4% | +464.2% |
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