+24.5%
ALAB vs IOVA
+362.8%
-338.2%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -3.0% | -4.3% |
| 7D | -24.9% | -41.3% | +16.4% | -21.8% |
| 30D | -38.4% | -38.5% | +0.1% | -36.1% |
| 3M | -38.3% | +99.5% | -137.8% | -43.2% |
| 6M | +10.9% | +126.0% | -115.0% | +0.1% |
| YTD | +34.2% | +218.7% | -184.5% | +15.1% |
| 1Y | +24.5% | +378.0% | -353.5% | +11.8% |
| All | +24.5% | +362.8% | -338.2% | +11.8% |
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 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