+201.2%
ABT vs IOVA
+3.8%
+197.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.7% | -1.6% |
| 7D | -5.0% | -6.4% | +1.4% | -4.6% |
| 30D | -5.8% | +25.4% | -31.2% | -7.2% |
| 3M | +16.7% | +115.3% | -98.6% | +10.7% |
| 6M | -5.2% | +56.5% | -61.8% | -8.9% |
| YTD | -16.0% | +198.2% | -214.1% | -22.7% |
| 1Y | -18.3% | +242.0% | -260.3% | -26.0% |
| 3Y | +9.2% | +36.8% | -27.6% | -2.1% |
| 5Y | -11.6% | -64.3% | +52.7% | -16.6% |
| All | +201.2% | +3.8% | +197.4% | +162.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling