-54.1%
ADBE vs IOVA
+50.0%
-104.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.4% | -3.4% |
| 7D | -10.1% | +5.1% | -15.1% | -10.2% |
| 30D | -3.0% | +37.2% | -40.2% | -4.1% |
| 3M | +5.0% | +117.5% | -112.5% | +1.6% |
| 6M | -9.3% | +69.6% | -78.9% | -11.5% |
| YTD | -26.5% | +218.7% | -245.2% | -30.6% |
| 1Y | -28.3% | +265.5% | -293.8% | -33.0% |
| 3Y | -54.1% | +46.2% | -100.3% | -57.9% |
| All | -54.1% | +50.0% | -104.1% | -57.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling