+24.8%
ALAB vs IOVA
+237.6%
-212.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +1.6% | +12.1% | +13.5% |
| 7D | -5.6% | +1.9% | -7.4% | -5.4% |
| 30D | -36.6% | -44.1% | +7.5% | -32.3% |
| 3M | -35.1% | +28.9% | -64.0% | -38.4% |
| 6M | +8.5% | +125.7% | -117.1% | -7.6% |
| YTD | +30.4% | +199.3% | -168.9% | -0.4% |
| All | +24.8% | +237.6% | -212.8% | -8.3% |
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