+624.2%
ADI vs IOVA
+7.0%
+617.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | -6.3% | -8.5% | +2.2% | -5.5% |
| 30D | -3.2% | -44.7% | +41.6% | +1.2% |
| 3M | +2.8% | +26.2% | -23.5% | -1.3% |
| 6M | -5.0% | +123.2% | -128.2% | -15.0% |
| YTD | +46.3% | +196.0% | -149.7% | +25.2% |
| 1Y | +71.6% | +240.9% | -169.3% | +44.1% |
| 3Y | +139.2% | +103.5% | +35.6% | +92.1% |
| 5Y | +136.4% | -65.5% | +201.9% | +113.4% |
| All | +624.2% | +7.0% | +617.1% | +511.9% |
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 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