+60.2%
ACWI vs IOVA
-67.2%
+127.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.4% |
| 7D | -0.2% | -8.5% | +8.3% | +0.3% |
| 30D | -3.3% | -44.7% | +41.5% | -1.0% |
| 3M | -3.4% | +26.2% | -29.7% | -5.6% |
| 6M | +0.8% | +123.2% | -122.4% | -5.2% |
| YTD | +10.7% | +196.0% | -185.3% | +1.6% |
| 1Y | +11.6% | +240.9% | -229.3% | +1.4% |
| 3Y | +73.4% | +103.5% | -30.1% | +52.5% |
| 5Y | +60.2% | -65.5% | +125.6% | +51.2% |
| All | +60.2% | -67.2% | +127.4% | +51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling