+22.9%
ABBV vs IOVA
+254.2%
-231.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.0% |
| 7D | -4.1% | -2.2% | -1.9% | -4.0% |
| 30D | +1.2% | +31.7% | -30.5% | -0.3% |
| 3M | +12.1% | +117.3% | -105.2% | +6.8% |
| 6M | +12.0% | +55.8% | -43.8% | +7.7% |
| YTD | +12.4% | +208.8% | -196.4% | +3.8% |
| 1Y | +22.9% | +255.7% | -232.8% | +13.5% |
| All | +22.9% | +254.2% | -231.3% | +13.5% |
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