+48.9%
ADI vs IOVA
+254.2%
-205.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +0.6% |
| 7D | +2.6% | -2.2% | +4.8% | +2.7% |
| 30D | -4.6% | +31.7% | -36.3% | -5.1% |
| 3M | -9.5% | +117.3% | -126.8% | -11.0% |
| 6M | +14.8% | +55.8% | -41.0% | +13.0% |
| YTD | +35.8% | +208.8% | -173.0% | +32.4% |
| 1Y | +48.9% | +255.7% | -206.8% | +46.4% |
| All | +48.9% | +254.2% | -205.3% | +46.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling