+162.4%
ADM vs IOVA
+6.6%
+155.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | -0.1% | +5.1% | -5.1% | -0.2% |
| 30D | +11.0% | +37.2% | -26.2% | +9.6% |
| 3M | +6.0% | +117.5% | -111.5% | +2.3% |
| 6M | +26.9% | +69.6% | -42.7% | +23.2% |
| YTD | +50.0% | +218.7% | -168.7% | +41.1% |
| 1Y | +39.6% | +265.5% | -225.9% | +29.9% |
| 3Y | +18.5% | +46.2% | -27.7% | +9.6% |
| 5Y | +62.6% | -63.2% | +125.8% | +56.4% |
| 10Y | +162.4% | +6.1% | +156.3% | +143.2% |
| All | +162.4% | +6.6% | +155.8% | +143.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling