+6.5%
ABNB vs IOVA
-63.5%
+70.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.0% | -4.0% |
| 7D | -4.4% | +5.1% | -9.5% | -4.9% |
| 30D | -2.0% | +37.2% | -39.2% | -5.8% |
| 3M | +29.8% | +117.5% | -87.7% | +16.3% |
| 6M | +31.0% | +69.6% | -38.6% | +19.6% |
| YTD | +28.6% | +218.7% | -190.1% | +6.8% |
| 1Y | +40.1% | +265.5% | -225.5% | +12.6% |
| 3Y | +19.7% | +46.2% | -26.5% | -5.7% |
| 5Y | +6.5% | -63.2% | +69.7% | -5.7% |
| All | +6.5% | -63.5% | +70.0% | -5.7% |
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