+69.6%
ADI vs IOVA
+207.9%
-138.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -2.8% |
| 7D | +9.5% | -3.5% | +12.9% | +9.6% |
| 30D | -1.4% | -45.4% | +44.0% | -0.7% |
| 3M | +4.7% | +19.0% | -14.3% | +4.6% |
| 6M | -7.4% | +112.0% | -119.4% | -8.1% |
| YTD | +48.1% | +184.2% | -136.2% | +48.4% |
| 1Y | +69.6% | +222.0% | -152.4% | +71.3% |
| All | +69.6% | +207.9% | -138.3% | +71.3% |
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