+17.4%
AGI vs IOVA
+299.5%
-282.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -2.0% |
| 7D | +0.6% | +9.7% | -9.1% | -0.2% |
| 30D | +18.2% | +102.5% | -84.3% | +11.4% |
| 3M | -4.1% | +100.7% | -104.8% | -9.9% |
| 6M | -28.7% | +106.3% | -135.0% | -33.7% |
| YTD | -4.0% | +222.0% | -226.0% | -16.2% |
| 1Y | +17.4% | +299.5% | -282.1% | +1.7% |
| All | +17.4% | +299.5% | -282.1% | +1.7% |
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 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