+148.0%
ADBE vs IOVA
+3.8%
+144.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.1% | -2.1% |
| 7D | -12.9% | -6.4% | -6.5% | -12.4% |
| 30D | -5.6% | +25.4% | -31.1% | -7.7% |
| 3M | +6.6% | +115.3% | -108.7% | -2.0% |
| 6M | -9.6% | +56.5% | -66.1% | -15.2% |
| YTD | -28.9% | +198.2% | -227.1% | -37.9% |
| 1Y | -28.9% | +242.0% | -271.0% | -39.4% |
| 3Y | -55.6% | +36.8% | -92.4% | -62.8% |
| 5Y | -62.2% | -64.3% | +2.0% | -65.6% |
| All | +148.0% | +3.8% | +144.2% | +92.0% |
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