+849.1%
ADBE vs IOVA
-91.6%
+940.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.8% | -6.8% |
| 7D | -8.6% | +9.7% | -18.3% | -8.8% |
| 30D | +2.8% | +102.5% | -99.8% | +0.7% |
| 3M | +3.1% | +100.7% | -97.6% | +0.9% |
| 6M | -2.4% | +106.3% | -108.8% | -4.9% |
| YTD | -23.9% | +222.0% | -245.8% | -26.8% |
| 1Y | -22.6% | +299.5% | -322.1% | -26.2% |
| 3Y | -52.7% | +42.9% | -95.6% | -54.7% |
| 5Y | -60.0% | -65.0% | +5.0% | -61.1% |
| 10Y | +157.3% | +10.3% | +147.0% | +143.6% |
| All | +849.1% | -91.6% | +940.7% | +767.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling