+113.9%
ADI vs IOVA
+51.6%
+62.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.5% |
| 7D | +0.4% | +9.7% | -9.3% | -0.2% |
| 30D | -3.8% | +102.5% | -106.3% | -8.7% |
| 3M | -15.3% | +100.7% | -115.9% | -19.8% |
| 6M | +6.7% | +106.3% | -99.7% | -0.1% |
| YTD | +34.8% | +222.0% | -187.2% | +21.2% |
| 1Y | +49.0% | +299.5% | -250.5% | +30.5% |
| All | +113.9% | +51.6% | +62.3% | +87.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling