-22.6%
ADBE vs IOVA
+299.5%
-322.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.8% | -6.7% |
| 7D | -8.6% | +9.7% | -18.3% | -8.6% |
| 30D | +2.8% | +102.5% | -99.8% | +2.3% |
| 3M | +3.1% | +100.7% | -97.6% | +2.4% |
| 6M | -2.4% | +106.3% | -108.8% | -3.0% |
| YTD | -23.9% | +222.0% | -245.8% | -26.1% |
| 1Y | -22.6% | +299.5% | -322.1% | -24.0% |
| All | -22.6% | +299.5% | -322.1% | -24.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling