-2.8%
ABNB vs IOVA
-67.2%
+64.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.7% |
| 7D | +11.9% | -8.5% | +20.4% | +13.0% |
| 30D | +12.7% | -44.7% | +57.4% | +18.5% |
| 3M | +1.2% | +26.2% | -25.1% | -3.8% |
| 6M | +32.1% | +123.2% | -91.1% | +15.0% |
| YTD | +37.7% | +196.0% | -158.3% | +13.3% |
| 1Y | +55.5% | +240.9% | -185.4% | +24.9% |
| 3Y | +58.2% | +103.5% | -45.3% | +16.2% |
| 5Y | -2.8% | -65.5% | +62.7% | -16.9% |
| All | -2.8% | -67.2% | +64.5% | -16.9% |
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