+137.3%
ADBE vs IOVA
+0.8%
+136.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.8% |
| 7D | +1.6% | -3.5% | +5.1% | +1.9% |
| 30D | +1.0% | -45.4% | +46.4% | +5.2% |
| 3M | -10.1% | +19.0% | -29.2% | -13.2% |
| 6M | +3.0% | +112.0% | -109.1% | -7.1% |
| YTD | -30.5% | +184.2% | -214.8% | -40.1% |
| 1Y | -27.1% | +222.0% | -249.1% | -38.2% |
| 3Y | -58.8% | +92.6% | -151.4% | -67.2% |
| 5Y | -63.0% | -63.2% | +0.1% | -66.9% |
| All | +137.3% | +0.8% | +136.6% | +76.0% |
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 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