+20.7%
ABT vs IOVA
+99.0%
-78.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +1.2% |
| 7D | -1.3% | -3.5% | +2.2% | -1.2% |
| 30D | +6.0% | -45.4% | +51.4% | +7.0% |
| 3M | -1.9% | +19.0% | -20.9% | -3.0% |
| 6M | +31.2% | +112.0% | -80.8% | +27.4% |
| YTD | -11.2% | +184.2% | -195.5% | -14.6% |
| 1Y | -14.0% | +222.0% | -236.0% | -17.5% |
| 3Y | +20.7% | +92.6% | -71.9% | +18.0% |
| All | +20.7% | +99.0% | -78.3% | +18.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling