+742.9%
ADBE vs IOVA
-92.3%
+835.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | -3.8% | -8.5% | +4.7% | -3.6% |
| 30D | -2.3% | -44.7% | +42.4% | -1.1% |
| 3M | -13.3% | +26.2% | -39.5% | -14.2% |
| 6M | -6.5% | +123.2% | -129.7% | -9.2% |
| YTD | -32.4% | +196.0% | -228.3% | -35.1% |
| 1Y | -28.0% | +240.9% | -269.0% | -31.3% |
| 3Y | -60.4% | +103.5% | -163.9% | -62.5% |
| 5Y | -63.4% | -65.5% | +2.0% | -64.6% |
| 10Y | +127.4% | +7.0% | +120.4% | +114.8% |
| All | +742.9% | -92.3% | +835.3% | +668.8% |
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