+25.2%
ABNB vs IOVA
-82.5%
+107.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | +2.7% | -7.0% | +9.7% | +3.5% |
| 30D | +10.8% | -44.4% | +55.2% | +16.5% |
| 3M | -2.1% | +24.7% | -26.7% | -6.8% |
| 6M | +32.2% | +118.6% | -86.5% | +15.4% |
| YTD | +33.5% | +196.3% | -162.9% | +9.9% |
| 1Y | +47.8% | +205.3% | -157.5% | +20.7% |
| 3Y | +53.3% | +103.8% | -50.5% | +14.1% |
| 5Y | -5.5% | -65.6% | +60.1% | -17.4% |
| All | +25.2% | -82.5% | +107.7% | +21.1% |
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 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