+88.5%
ACN vs IOVA
+4.5%
+84.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.6% |
| 7D | -6.3% | -2.2% | -4.1% | -6.2% |
| 30D | -1.4% | +31.7% | -33.1% | -3.2% |
| 3M | +2.6% | +117.3% | -114.7% | -3.4% |
| 6M | -14.3% | +55.8% | -70.1% | -18.0% |
| YTD | -33.1% | +208.8% | -241.9% | -39.4% |
| 1Y | -28.8% | +255.7% | -284.5% | -36.7% |
| 3Y | -43.0% | +41.7% | -84.6% | -49.8% |
| 5Y | -44.0% | -64.9% | +20.9% | -47.6% |
| 10Y | +88.5% | +6.3% | +82.2% | +61.3% |
| All | +88.5% | +4.5% | +84.1% | +61.3% |
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