+141.2%
ADI vs IOVA
-63.5%
+204.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.3% |
| 7D | +2.4% | +5.1% | -2.6% | +2.0% |
| 30D | -6.6% | +37.2% | -43.8% | -9.1% |
| 3M | -9.8% | +117.5% | -127.3% | -16.6% |
| 6M | +15.7% | +69.6% | -53.9% | +8.5% |
| YTD | +35.1% | +218.7% | -183.6% | +18.6% |
| 1Y | +47.7% | +265.5% | -217.8% | +26.7% |
| 3Y | +114.5% | +46.2% | +68.2% | +83.9% |
| 5Y | +141.2% | -63.2% | +204.5% | +120.2% |
| All | +141.2% | -63.5% | +204.8% | +120.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling