+1,532.7%
ADI vs IOVA
-91.6%
+1,624.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.6% |
| 7D | +0.4% | +9.7% | -9.3% | +0.2% |
| 30D | -3.8% | +102.5% | -106.3% | -5.7% |
| 3M | -15.3% | +100.7% | -115.9% | -17.1% |
| 6M | +6.7% | +106.3% | -99.7% | +4.1% |
| YTD | +34.8% | +222.0% | -187.2% | +29.7% |
| 1Y | +49.0% | +299.5% | -250.5% | +42.3% |
| 3Y | +108.1% | +42.9% | +65.2% | +99.8% |
| 5Y | +142.4% | -65.0% | +207.4% | +136.2% |
| 10Y | +589.9% | +10.3% | +579.6% | +558.3% |
| All | +1,532.7% | -91.6% | +1,624.4% | +1,413.7% |
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