+156.3%
ACN vs IOVA
+28.7%
+127.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.0% | -2.4% |
| 7D | -2.5% | +1.9% | -4.4% | -2.7% |
| 30D | +22.6% | -44.1% | +66.8% | +26.0% |
| 3M | +45.9% | +28.9% | +17.1% | +41.4% |
| 6M | +43.8% | +125.7% | -81.9% | +32.8% |
| YTD | -2.5% | +199.3% | -201.7% | -12.8% |
| 1Y | +6.5% | +255.2% | -248.7% | -6.4% |
| 3Y | -14.2% | +106.8% | -121.0% | -27.6% |
| 5Y | -24.4% | -67.1% | +42.6% | -29.8% |
| 10Y | +156.3% | +16.7% | +139.6% | +107.9% |
| All | +156.3% | +28.7% | +127.7% | +107.9% |
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