+22.2%
ACI vs IOVA
-68.3%
+90.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.2% | -3.3% |
| 7D | -2.6% | +5.1% | -7.6% | -2.6% |
| 30D | +1.1% | +37.2% | -36.1% | +0.9% |
| 3M | -23.6% | +117.5% | -141.1% | -24.0% |
| 6M | -29.9% | +69.6% | -99.5% | -30.2% |
| YTD | -26.9% | +218.7% | -245.5% | -27.5% |
| 1Y | -34.2% | +265.5% | -299.8% | -34.9% |
| 3Y | -43.6% | +46.2% | -89.8% | -44.0% |
| 5Y | -42.4% | -63.2% | +20.9% | -43.1% |
| All | +22.2% | -68.3% | +90.5% | +17.6% |
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 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