+34.4%
ACI vs IOVA
-70.6%
+104.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.1% | +3.3% | +2.2% |
| 7D | -0.6% | -8.5% | +7.9% | -0.6% |
| 30D | +9.5% | -44.7% | +54.3% | +9.9% |
| 3M | +10.1% | +26.2% | -16.2% | +9.9% |
| 6M | -15.4% | +123.2% | -138.6% | -15.9% |
| YTD | -19.5% | +196.0% | -215.5% | -20.2% |
| 1Y | -21.0% | +240.9% | -261.9% | -21.8% |
| 3Y | -31.2% | +103.5% | -134.7% | -31.6% |
| 5Y | -40.6% | -65.5% | +24.9% | -41.2% |
| All | +34.4% | -70.6% | +104.9% | +29.4% |
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