+26.5%
ADM vs IOVA
+189.0%
-162.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.7% | +5.8% | 0.0% |
| 7D | +0.7% | -1.4% | +2.1% | +0.7% |
| 30D | -14.7% | -47.4% | +32.7% | -15.4% |
| 3M | -10.4% | +13.2% | -23.6% | -9.7% |
| 6M | -10.9% | +114.3% | -125.3% | -8.6% |
| YTD | +26.0% | +179.5% | -153.5% | +31.6% |
| 1Y | +26.5% | +200.4% | -173.9% | +32.6% |
| All | +26.5% | +189.0% | -162.5% | +32.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling