+151.9%
AGI vs IOVA
-91.7%
+243.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.4% |
| 7D | +4.4% | +5.1% | -0.7% | +4.3% |
| 30D | +10.0% | +37.2% | -27.3% | +9.2% |
| 3M | +1.7% | +117.5% | -115.8% | -0.2% |
| 6M | -26.8% | +69.6% | -96.4% | -27.9% |
| YTD | -5.3% | +218.7% | -224.0% | -8.2% |
| 1Y | +11.5% | +265.5% | -254.1% | +7.7% |
| 3Y | +212.9% | +46.2% | +166.7% | +202.4% |
| 5Y | +388.8% | -63.2% | +452.0% | +377.8% |
| 10Y | +383.6% | +6.1% | +377.5% | +357.1% |
| All | +151.9% | -91.7% | +243.6% | +111.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling