-61.1%
ADBE vs IOVA
-63.0%
+1.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.4% | -3.4% |
| 7D | -10.1% | +5.1% | -15.1% | -10.3% |
| 30D | -3.0% | +37.2% | -40.2% | -4.8% |
| 3M | +5.0% | +117.5% | -112.5% | -0.5% |
| 6M | -9.3% | +69.6% | -78.9% | -13.2% |
| YTD | -26.5% | +218.7% | -245.2% | -33.0% |
| 1Y | -28.3% | +265.5% | -293.8% | -35.6% |
| 3Y | -54.1% | +46.2% | -100.3% | -59.3% |
| All | -61.1% | -63.0% | +1.9% | -63.5% |
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