+1,743.8%
ADI vs IOVA
-92.3%
+1,836.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.1% | +3.9% | +4.0% |
| 7D | +0.7% | -7.0% | +7.7% | +0.9% |
| 30D | +0.7% | -44.4% | +45.1% | +2.0% |
| 3M | +6.5% | +24.7% | -18.2% | +5.4% |
| 6M | -2.7% | +118.6% | -121.3% | -5.4% |
| YTD | +52.2% | +196.3% | -144.1% | +46.2% |
| 1Y | +77.5% | +205.3% | -127.8% | +70.2% |
| 3Y | +148.8% | +103.8% | +45.0% | +136.6% |
| 5Y | +142.9% | -65.6% | +208.5% | +136.0% |
| 10Y | +653.2% | +6.4% | +646.8% | +617.3% |
| All | +1,743.8% | -92.3% | +1,836.1% | +1,606.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling