+670.0%
ACN vs IOVA
-92.3%
+762.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.6% |
| 7D | +1.6% | -8.5% | +10.0% | +1.7% |
| 30D | +24.6% | -44.7% | +69.4% | +25.5% |
| 3M | +46.2% | +26.2% | +19.9% | +45.2% |
| 6M | +46.2% | +123.2% | -77.0% | +43.5% |
| YTD | -0.9% | +196.0% | -196.8% | -3.4% |
| 1Y | +8.8% | +240.9% | -232.2% | +5.7% |
| 3Y | -14.3% | +103.5% | -117.8% | -17.1% |
| 5Y | -22.6% | -65.5% | +42.9% | -24.2% |
| 10Y | +153.7% | +7.0% | +146.7% | +145.7% |
| All | +670.0% | -92.3% | +762.3% | +627.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling